Charles Alden Roe
Investment adviser representative at Accurate Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$1.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Aag Capital Inc.Sep 2025 to now
- Accurate Wealth Management, LLCMar 2025 to now
- Biocapital Holdings, LLCJan 2017 to now
- Innova Wealth, LLCNov 2014 to now
- Charles A Roe, CpaJan 2009 to now
- Insurance SalesJan 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Accurate Wealth Management, LLC
$1.7BAssets managed
2,612Clients
48Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4117735
- Firm CRD
- 298137