Accredited Wealth Management LLC

Accredited Wealth Management LLC (CRD# 170261) is a financial advisory firm headquartered in Louisville, KY. They manage $36,000,000 in 168 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Accredited Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
Steven J. Giacobbe
CRD#: 2761892
6010 Brownsboro Park Blvd., Suite F, Louisville, KY 40207

Steve Giacobbe (CRD# 2761892) is a co-founder of Accredited Wealth Management, a Louisville KY based independent wealth management firm providing fee-only investment and financial planning services to individuals, families and business owners.  Steve has 25 years of investment and financial planning experience and is a Certified Financial Planner (CFP®) and Chartered Financial Analyst. CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.  CFA professionals must pass extensive exams and adhere to the CFA code of conduct.  The CFA designation is considered the highest distinction in the investment management profession.

William S. Clark
CRD#: 6315017
6010 Brownsboro Park Blvd., Suite F, Louisville, KY 40207

William Clark (CRD# 6315017) is an Investment Advisor Representative working at Accredited Wealth Management LLC in Louisville, KY and has over 3 years of experience in the finance industry.

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