ACCREDITED WEALTH MANAGEMENT LLC
CRD #170261 SEC #801-123410 LOUISVILLE, KY 502-290-1905
SEC Registered
Total AUM
$158.9M
Discretionary
$149.8M
Employees
5
Clients
10
Accounts
553
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| GIACOBBE, STEVEN, JOSEPH | I | MANAGING MEMBER | D | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CLARK, WILLIAM, SHAWN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 22, 2025 REGISTERED
Notice Filings (3)
FL IN KY
Address
4938 BROWNSBORO ROADSUITE 201
LOUISVILLE, KY 40222
United States
Phone: 502-290-1905