Accredited Investments: What Nobody Wants You to Know

Jerry Fetta
6 min readMay 9, 2024

Did you know that there are almost 20 million Accredited Investors in America?

That’s around 15% of U.S. households, which is surprisingly higher than I thought.

What is an Accredited Investor?

It is someone with a $1 million net worth (not including their primary residence value or mortgage)

OR

A single person who has $200,000 per year in taxable income 2 years in a row or a married couple who has $300,000 per year in taxable income 2 years in a row.

What does being an Accredited Investor allow someone to do?

For the most part, it allows them to invest in private investment opportunities that are reserved for Accredited Investors only. These can be private funds, private equity, life settlements, or even venture capital or Angel Investor deals.

I’ll be honest, I used to be really focused on becoming Accredited and I accomplished it well before the age of 30. I was investing in several Accredited only investment deals but I experienced 2 problems.

First, even though I was Accredited, I wasn’t Financially Independent. Financially Independent means that the passive income I earn from by businesses and investments exceeds my Generosity, Expenses…

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Jerry Fetta

Jerry Fetta is the CEO and Founder of Wealth DynamX. Jerry’s mission in life is to help create millions of financially educated and wealthy families.