Accredited Investors Wealth Management

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Trust Score 98%
Trust Score  info_outline

Accredited Investors Wealth Management, federally registered in 1989, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 4 advisors. Accredited Investors Wealth Management manages $1.9 billion and provides investment advisory services for 483 clients (1:121 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Jacob Wolkowitz
Avg Advisor Trust Score 97
Avg Advisor Years Registered 5
Minimum Investment $2,000,000
Average Client Balance $3,870,347
Total AUM $1.9 billion
Advisor / Client Ratio 1:121
Headquarters Edina, MN
SEC Filings Forms and Brochures    (CRD # 105439)
State(s) Registered AZ, CA, CO, FL, IL, MD, MA, MN, MO, NE, NH, NY, ND, OR, TX, WA, WI

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