Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

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Location

2950 North Loop West, Suite 1200, Houston, TX, 77092

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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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Other Business Activities

Amber works full-time as an Operations Manager at Innova Wealth LLC, an investment advisory firm, since January 2024. Her responsibilities include customer service, client onboarding, account transfers, marketing, and paperwork processing.

Employment History
Current Registrations
Accurate Wealth Management, LLC
March 2025 - Present · 11 mos
Innova Wealth, LLC
September 2024 - Present · 1 yr 5 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.