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Shareholder/director · Accredited Investors Wealth Management

Ross Levin

CRD 1060168 · 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 Ross Levin on its Form ADV as Shareholder/director, a control person.

Firms and roles

AtlasMembers

Ross’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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
  • Jacob WolkowitzChief Investment Officer/shareholder, Accredited Investors Wealth Management
  • Rebecca M. KriegerManaging Partner/officer/shareholder/director, Accredited Investors Wealth Management
  • Brian G. MartinManaging Partner/officer/shareholder/director, Accredited Investors Wealth Management
  • Jenna M. HolmChief Compliance Officer/shareholder, Accredited Investors Wealth Management

4 more people named with Ross 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 Ross’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.