← Tributary

ACCREDITED WEALTH MANAGEMENT LLC

LOUISVILLE, KY · CRD 170261 · IAPD ↗ · accreditedwm.com · 502-290-1905

$158.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — ACCREDITED WEALTH MANAGEMENT LLC (LOUISVILLE, KY) left the SEC roster (was $158.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.