# ACCREDITED WEALTH MANAGEMENT LLC

ACCREDITED WEALTH MANAGEMENT LLC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 170261
- Type: SEC-registered investment adviser
- SEC file number: 801-123410
- Location: 4938 BROWNSBORO ROAD, SUITE 201, LOUISVILLE, KY, 40222
- Phone: 502-290-1905
- Latest filing: 2025-03-22
- Regulatory AUM: $158.9M
- Discretionary AUM: $149.8M
- Non-discretionary AUM: $9.2M
- Clients: 5
- Accounts: 553

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Steven Joseph Giacobbe | MANAGING MEMBER | — |
| William Shawn Clark | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| GIACOBBE STEVEN JOSEPH | MANAGING MEMBER | — |
| CLARK WILLIAM SHAWN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170261/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170261/similar
- Related entities: https://search.stillhousedata.com/firm/170261/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170261

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.