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ACCREDITED INVESTORS WEALTH MANAGEMENT
ACCREDITED INVESTORS INC
CRD 105439 · SEC 801-33659
5200 WEST 73RD STREET, EDINA, MN, 55439-2204, United States
Phone
952-841-2222
Fax
952-841-2223
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.41B
Discretionary AUM
$4.03B
Team
53 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $92.0M |
| High net worth individuals | 709 | $4.30B |
| Charitable organizations | 5 | $23.7M |
States served
AZ, CA, CO, DC, GA, IL, IA, MD, MA, MI, MN, NE, NY, ND, OR, PA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD