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ACCREDITED WEALTH MANAGEMENT LLC
4938 Brownsboro Road
Suite 201
Louisville, Kentucky 40222
Tel: 502-290-1905
About ACCREDITED WEALTH MANAGEMENT LLC
ACCREDITED WEALTH MANAGEMENT LLC, formally registered with the SEC as ACCREDITED WEALTH MANAGEMENT LLC. The firm was established in 03/11/2022. They have over 1 offices throughout the country.
ACCREDITED WEALTH MANAGEMENT LLC is a Louisville, Kentucky based Financial Planning firm with nearly $134,600,000 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170261 |
| SEC# | 801-123410 |
| Assets Managed by Firm | $134,600,000 |
| No. of Clients | 519 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 519 | $134,600,000 |
| Individuals (other than high net worth individuals) | 150 | $45,728,000 |
| High net worth individuals | 39 | $75,961,000 |
| Charitable organizations | 3 | $12,911,000 |
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