For Accredited Investors

How do I know if I’m an Accredited Investor?

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The SEC describes an Accredited investor as any individual, couple, or business entity that matches any of the following requirements:

  1. Earns $200,000+ per year or, with my spousal equivalent, $300,000+ per year.
  2. Has $1,000,000+ in assets excluding primary residence
  3. Owns an entity (ie. family office) with $5,000,000+ in assets
  4. 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

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