Amber Lee Koenig
Investment adviser representative at Accurate Wealth Management, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Accurate Wealth Management, LLCJan 2024 to now
- Innova Wealth, LLCJan 2024 to now
- Innova Wealth LLCJun 2022 to Dec 2023
- Accurate Wealth ManagementJun 2021 to Dec 2023
- Keller Williams SouthwestJul 2020 to May 2022
- Fort Bend IsdJul 2018 to May 2020
- N/aOct 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7980435
- Firm CRD
- 298137