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Managing Partner/officer/shareholder/director · Accredited Investors Wealth Management

Brian G. Martin

CRD 6764070 · Named on Form ADV at one SEC-registered adviser

At a glance

Accredited Investors Wealth Management, an SEC-registered wealth manager based in Edina, MN with $4.4 billion in regulatory assets, lists Brian G. Martin on its Form ADV as Managing Partner/officer/shareholder/director, a control person.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Willis T. HeupelShareholder/director, Accredited Investors Wealth Management
  • Ross LevinShareholder/director, Accredited Investors Wealth Management
  • Jacob WolkowitzChief Investment Officer/shareholder, Accredited Investors Wealth Management
  • Rebecca M. KriegerManaging Partner/officer/shareholder/director, Accredited Investors Wealth Management
  • Jenna M. HolmChief Compliance Officer/shareholder, Accredited Investors Wealth Management

4 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.