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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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||5|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$3,870,347|
|Total AUM||$1.9 billion|
|Advisor / Client Ratio||1:121|
|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|