Accredited Wealth Management LLC

Accredited Wealth Management LLC (CRD# 170261) is a financial advisory firm headquartered in Louisville, KY. They manage $19,700,000 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6010 Brownsboro Park Blvd., Suite F, Louisville, KY 40207
http://www.accreditedwm.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $211,828
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.

KY

Financial Advisors at Accredited Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven Giacobbe, financial advisor Louisville KY
Steven J. Giacobbe
CRD#: 2761892
6010 Brownsboro Park Blvd., Suite F, Louisville, KY 40207
96
Wealthminder
score

Steven Giacobbe (CRD# 2761892) is an Investment Advisor Representative working at Accredited Wealth Management LLC in Louisville, KY and has over 20 years of experience in the finance industry. Steven Giacobbe has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
William Clark, financial advisor Louisville KY
William S. Clark
CRD#: 6315017
6010 Brownsboro Park Blvd., Suite F, Louisville, KY 40207
88
Wealthminder
score

William Clark (CRD# 6315017) is an Investment Advisor Representative working at Accredited Wealth Management LLC in Louisville, KY and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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