Wealth manager, independent · Edina, MN
Accredited Investors Wealth Management
Accredited Investors Inc · SEC-registered investment adviser · CRD 105439 · SEC 801-33659
At a glance
Accredited Investors Wealth Management is an SEC-registered investment adviser based in Edina, Minnesota, with $4.4B in regulatory assets under management as of its Form ADV filed August 6, 2026. It reports 942 individual clients, 709 of them high-net-worth, holding an average of about $4.7 million each, and 53 employees. That ranks it 257th among the nation’s 5,657 independent wealth management RIAs and 6th of 140 in Minnesota. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 952-841-2222accredited.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.4B
- Rank among independent wealth managers
- #257 of 5,657
- Rank among all SEC RIAs
- #2,279 of 17,210
- Rank in Minnesota
- #6 of 140
- Individual clients
- 942
- High-net-worth clients
- 709
- Accounts
- 5,077
- Discretionary
- 91% of AUM
- Employees
- 53
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Willis T. HeupelShareholder/director
- Ross LevinShareholder/director
- Jacob WolkowitzChief Investment Officer/shareholder
- Rebecca M. KriegerManaging Partner/officer/shareholder/director
- Brian G. MartinManaging Partner/officer/shareholder/director
- Jenna M. HolmChief Compliance Officer/shareholder
- Steven S. GilbertsonShareholder
- Brandon R. JonesShareholder
- Sean P. SmithShareholder
- Jessica A. JonesChief Operating Officer/shareholder
Custody and brokerage
Broker-dealer
No broker-dealer ties
Accredited Investors Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 709 | $4.3B | 97% |
| Individuals | 233 | $92M | 2% |
| Charitable organizations | 5 | $24M | <1% |
Disciplinary disclosures
Accredited Investors Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗accredited.com ↗
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The full record on Accredited Investors Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 925 peers of its type and size
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- 10 namedLocked
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Similar-size RIAs in Minnesota
All of Minnesota →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Thrivent Advisor Network, LLCMinneapolis | $6.8B | 14,611 |
| Focus FinancialMinneapolis | $6.8B | 13,560 |
| RiverbridgeMinneapolis | $5.0B | 3,482 |
| Advisornet Wealth PartnersMinnetonka | $3.1B | 3,499 |
| Boulay WealthEden Prairie | $3.0B | 1,096 |
| Berger Financial GroupPlymouth | $2.9B | 3,755 |
Background
Questions
How much does Accredited Investors Wealth Management manage?
Accredited Investors Wealth Management reports $4.4B in regulatory assets under management across 5,077 accounts, 91% of it on a discretionary basis, on its Form ADV filed August 6, 2026.
How many clients does Accredited Investors Wealth Management have?
It reports 942 individual clients: 709 high-net-worth individuals and 233 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Accredited Investors Wealth Management headquartered?
Its main office is in Edina, Minnesota. It reports 1 office in total and 53 employees, 4 of whom perform investment advisory functions.
How does Accredited Investors Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Accredited Investors Wealth Management use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 6, 2026, it reports these amounts held: Charles Schwab ($4.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Accredited Investors Wealth Management a hybrid RIA with a broker-dealer?
Accredited Investors Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Accredited Investors Wealth Management a fiduciary?
As an SEC-registered investment adviser, Accredited Investors Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Accredited Investors Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →