Derek Allen Wilkes
Chief Compliance OfficerAccurate Wealth Management, LLCCRD 5168873
About Derek Allen Wilkes
Derek Allen Wilkes is listed as Chief Compliance Officer at Accurate Wealth Management, LLC in Wesley Chapel, FL. Form ADV reports a beneficial ownership band of Under 5%. Derek Allen Wilkes is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Accurate Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Derek Allen Wilkes work?
Derek Allen Wilkes is listed as Chief Compliance Officer at Accurate Wealth Management, LLC on SEC Form ADV.
How much of Accurate Wealth Management, LLC does Derek Allen Wilkes own?
Form ADV reports a beneficial ownership band of Under 5%.
Accurate Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Altium Investment Strategies LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |