Daniel Coral Goodwin

Accurate Wealth Management, LLC

15 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Accurate Wealth Management, LLC

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

Location

25511 Budde Rd., Suite 1002, The Woodlands, TX, 77380

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History

Regulatory History (1)

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Criminal

June 1988

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is a managing member of Goodwin Financial Reality, Provident Wealth Advisors LLC, and Provident Management LLC. He is also an owner and insurance agent of TCEI DBA Goodwin Financial Group, dedicating a few hours per week to this role.