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Derek Wilkes

Accurate Wealth Management, LLC
17 Years of Experience
Wesley Chapel, FL
Broker
View SEC Summary
View SEC Summary

Derek Wilkes is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 17 years of industry experience. Derek is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,612 clients with $1.7B in assets under management.

Accurate Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,612 clients
Average Client Portfolio
$655K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum annual management fee is 2.50% and is negotiable. Accounts may also be subject to performance-based fees of 20% for qualified clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Accurate Wealth Management, LLC
September 2025 - Present · 1 yr 1 mo
Aag Capital, INCBroker
August 2025 - Present · 1 yr 2 mos
Aag Capital, INC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Ifp Securities, LLCBroker
July 2022 - August 2025 · 3 yrs 1 mo
Independent Financial Partners
July 2022 - August 2025 · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
July 2019 - July 2022 · 3 yrs
J.P. Morgan Securities LLC
July 2019 - July 2022 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - July 2019 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - July 2019 · 4 yrs
Wfg Advisors, LP
March 2010 - June 2015 · 5 yrs 3 mos
Wfg Investments, INC.Broker
March 2010 - June 2015 · 5 yrs 3 mos
1st Global Capital CORP.Broker
April 2008 - February 2010 · 1 yr 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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