The SEC describes an Accredited investor as any individual, couple, or business entity that matches any of the following requirements:
- Earns $200,000+ per year or, with my spousal equivalent, $300,000+ per year.
- Has $1,000,000+ in assets excluding primary residence
- Owns an entity (ie. family office) with $5,000,000+ in assets
- Holds a series 7, 65, or 82 license currently in good standing.
Supervest has partnered with InvestReady as our third party verification entity for investor accreditation