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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Accredited Wealth Management LLC
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|---|---|
| CRD # | 170261 |
| SEC # | 801-123410 |
| CIK # | 0002056519 |
| AUM | $158.9 M (2025-03-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 502-290-1905 |
| Address | 4938 Brownsboro Road Louisville, KY 40222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| Apple Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.1 | ||
| iShares Comex Gold Trust | 1.1 | ||
| Bank of America Corp /DE/ | 1.1 | ||
| Thermo Fisher Scientific Inc | 1.0 | ||
| Oracle Corp | 1.0 | ||
| Caterpillar Inc | 0.9 | ||
| Automatic Data Processing Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 53.8 |
| (b) Individuals (high net worth individuals) | 43 | 91.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 14.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 158.9 |
| By Discretionary | ||
| Discretionary | 540 | 149.8 |
| Non-Discretionary | 13 | 9.2 |
| Total | 553 | 158.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.9 | |
| Total | 553 | 158.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056519] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Naylor Capital LLC
✚
|
0.2 | |
|
Rockhill Advisors LLC
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|
ID | 0.2 |
|
High Pines Wealth Management LLC
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|
MA | 0.2 |
|
Clearview Wealth Management LLC
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|
CA | 0.2 |
|
Robert Priske LLC
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HI | 0.2 |
|
DRH Investments Inc
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|
CA | 0.2 |
|
Murphy Clarke Williams & Stone LLC
✚
|
FL | 0.2 |
|
Collins Advisors LLC
✚
|
NY | 0.2 |
|
Newport Investment Advisors Inc
✚
|
OH | 0.2 |
|
RARE Wolf Capital LLC
✚
|
WA | 0.2 |