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Accredited Wealth Management LLC

CRD 170261SEC# 801-123410Louisville, KY
Export (members)
No longer SEC-registered. Accredited Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$158.9M
Employees
5
Accounts
553
Location
Louisville, KY

Accredited Wealth Management LLC assets under management

Accredited Wealth Management LLC is an investment advisory firm registered with the SEC based in Louisville, KY. It reports $158.9 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Accredited Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Steven Joseph Giacobbe ControlManaging Member50-75%2014
William Shawn Clark ControlManaging Member & Chief Compliance Officer25-50%2014

Frequently asked questions

How much does Accredited Wealth Management LLC manage?

Accredited Wealth Management LLC reports $158.9 million in regulatory assets under management on its Form ADV.

How many employees does Accredited Wealth Management LLC have?

Accredited Wealth Management LLC reports 5 employees.

Where is Accredited Wealth Management LLC located?

Accredited Wealth Management LLC is based in Louisville, KY.

Does Accredited Wealth Management LLC disclose fund performance?

Accredited Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4938 Brownsboro Road, Suite 201, Louisville, KY 40222
Office hours8:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$149.8M
Non-discretionary$9.2M
Total (RAUM)$158.9M