ACCREDITED WEALTH MANAGEMENT LLC
Adviser information for ACCREDITED WEALTH MANAGEMENT LLC last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kentucky, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 506 | $126.2M |
| Non-Discretionary | 13 | $8.4M |
| Total | 519 | $134.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 150 | $45.7M |
| HNW Individuals | 39 | $76.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $12.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123410 |
|---|---|
| SEC ERA File Number | 801-123410 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170261 |
| Legal Entity Identifier | None |
Principal Office
4938 BROWNSBORO ROADSUITE 201
LOUISVILLE
KY
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 502-290-1905, Fax: 502-290-1908
Chief Compliance Officer
WILLIAM SHAWN CLARK
MANAGING MEMBER
4938 BROWNSBORO ROAD
SUITE 201
LOUISVILLE
KY
United States
Tel:
502-290-1905
Fax:
502-290-1908
S*****@***************M
(Full email address available in API data)
Regulatory Contact
STEVEN JOSEPH GIACOBBE
MANAGING MEMBER
4938 BROWNSBORO ROAD
SUITE 201
LOUISVILLE
KY
United States
Tel:
502-290-1905
Fax:
502-290-1908
S********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GIACOBBE, STEVEN, JOSEPH | Individual | – | MANAGING MEMBER | 05/2014 | 50-75% |
| CLARK, WILLIAM, SHAWN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 05/2014 | 25-50% |