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Accredited Wealth Management LLC (Louisville)


Accredited Wealth Management LLC is an adviser based in Louisville. It manages $7.7 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Kentucky.

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Accredited Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Accredited Wealth Management: assets under management

The assets under management (AUM) of Accredited Wealth Management LLC is $7.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $275 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Accredited Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Louisville

The principal office where Accredited Wealth Management LLC performs its advisory services is located at 6010 Brownsboro Park Blvd., Louisville, KY 40207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 502-290-1905. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at accreditedwm.com.


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