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).
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Total Assets Under Management36MILLION
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Total Number of Accounts168ACCOUNTS
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Average Account Value$214,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
KY
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 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.