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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $158.9M | $149.8M | $9.2M | 5 | 0 |
| Sep 2024 | $134.6M | $126.2M | $8.4M | 5 | 0 |
| Mar 2024 | $134.6M | $126.2M | $8.4M | 5 | 0 |
| Mar 2023 | $112.1M | $103.9M | $8.2M | 5 | 0 |
| Jul 2022 | $114.4M | $105.3M | $9.1M | 5 | 0 |
| Feb 2022 | $114.4M | $105.3M | $9.1M | 5 | 0 |
| Aug 2014 | $7.7M | $7.7M | $0 | 2 | 0 |
| Jul 2014 | $7.7M | $7.7M | $0 | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$158.9M
Discretionary$149.8M
Non-Disc.$9.2M
Employees5
Clients0
DateSep 2024
Total AUM$134.6M
Discretionary$126.2M
Non-Disc.$8.4M
Employees5
Clients0
DateMar 2024
Total AUM$134.6M
Discretionary$126.2M
Non-Disc.$8.4M
Employees5
Clients0
DateMar 2023
Total AUM$112.1M
Discretionary$103.9M
Non-Disc.$8.2M
Employees5
Clients0
DateJul 2022
Total AUM$114.4M
Discretionary$105.3M
Non-Disc.$9.1M
Employees5
Clients0
DateFeb 2022
Total AUM$114.4M
Discretionary$105.3M
Non-Disc.$9.1M
Employees5
Clients0
DateAug 2014
Total AUM$7.7M
Discretionary$7.7M
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$7.7M
Discretionary$7.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0