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Building 2ACCREDITED WEALTH MANAGEMENT LLC

Map pinLOUISVILLE, KY
Phone502-290-1905
NotebookSEC #801-123410
Total AUM
$158.9M
Employees
5
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4938 BROWNSBORO ROAD
SUITE 201
LOUISVILLE
KY 40222
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
502-290-1905

ReceiptFinancials

Total AUM
$158.9M
Accounts
553
Discretionary
$149.8M
Accounts
540
Non-Discretionary
$9.2M
Accounts
13

ContactClients

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Individual Clients
153
AUM
$53.8M
HNW Individual Clients
43
AUM
$91.1M
Charitable Organization Clients
1
AUM
$14M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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