Accredited Investors Wealth Management

Is this your firm? Access your profile


Last updated: January 16th, 2020. Data source: SEC filings.

Accredited Investors Wealth Management, federally registered in 1989, is a Registered Investment Advisor (RIA) in 16 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.

Trusted 2019 Trusted Firm


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 100%
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, NE, NH, NY, ND, OR, TX, WA, WI

Questions & Answers

Get answers about Accredited Investors Wealth Management

Ask a question question_answer