Accredited Wealth Management LLC
CRD 170261SEC# 801-123410Louisville, KY
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.
Accredited Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Joseph Giacobbe Control | Managing Member | 50-75% | 2014 |
| William Shawn Clark Control | Managing Member & Chief Compliance Officer | 25-50% | 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
| Address | 4938 Brownsboro Road, Suite 201, Louisville, KY 40222 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$158.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$158.9Mregulatory AUM
Discretionary $149.8MNon-discretionary $9.2M