Overview
Assets Under Management: $159 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 43
Average Client Assets: $2.1 million
Frequently Asked Questions
ACCREDITED WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170261), ACCREDITED WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ACCREDITED WEALTH MANAGEMENT LLC is headquartered in LOUISVILLE, KY.
ACCREDITED WEALTH MANAGEMENT LLC serves 43 high-net-worth clients according to their SEC filing dated March 22, 2025. View client details ↓
According to their SEC Form ADV, ACCREDITED WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ACCREDITED WEALTH MANAGEMENT LLC manages $159 million in client assets according to their SEC filing dated March 22, 2025.
According to their SEC Form ADV, ACCREDITED WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.35%
Average Client Assets: $2.1 million
Total Client Accounts: 553
Discretionary Accounts: 540
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 170261
Filing ID: 1941934
Last Filing Date: 2025-03-22 13:56:00