Accredited Investors Wealth Management
Edina, MN·SEC-registered · CRD #105439
Accredited Investors Wealth Management is an SEC-registered investment advisory firm in Edina, MN managing $4.4B across 5.7k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.4B
Client accounts
5.7k
Advisory staff
4
Fee model
Fee-based
How Accredited Investors Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Accredited Investors Wealth Management
How much does Accredited Investors Wealth Management manage?
Per its most recent SEC Form ADV filing (03/12/2026), Accredited Investors Wealth Management reports $4.4B in regulatory assets under management across roughly 5.7k client accounts.
How does Accredited Investors Wealth Management charge?
Accredited Investors Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Accredited Investors Wealth Management a fiduciary?
Yes. Accredited Investors Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #105439), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Accredited Investors Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Accredited Investors Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Edina, MN
Profile compiled from Accredited Investors Wealth Management's public SEC Form ADV filing (CRD #105439, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Accredited Investors Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Accredited Investors Wealth Management? Claim this profile.