Dani Lynn RobisonWealth Activator | Real Estate Investor & Speaker | Helping People Create Wealth With Simplicity, Trust & Impact

How Do I Know if I’m an Accredited Investor?

15 Jan 2023

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The SEC defines accredited investors by net worth, income, or credentials. You qualify with $1 million in assets (excluding your home), $200,000 annual income as a single filer or $300,000 married, or licenses like Series 7, 65, or 82.

Questions this video answers

$1,000,000 of net worth, excluding the value of the principal residence.

$200,000 per year (with reasonable expectation to make the same over the next two years).

$300,000 per year (with reasonable expectation to make the same over the next two years).

Being a knowledgeable employee of a fund or holding a Series 7, Series 65, or Series 82 securities license.

So how do I know if I'm an accredited investor? That's actually a really great question. So under the current SEC guidelines, you need to have $1 million of net worth minus your principal residence. Or if you're single, you can make $200,000 a year and expect to reasonably make the same over the next two years. If you're married, it needs to be $300,000 a year or expect to make the same over the next two years. The other way is you can be a knowledgeable employee of a fund or have a Series 7, 65 or 82 securities license.