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ACCREDITED INVESTORS WEALTH MANAGEMENT
Legal name: ACCREDITED INVESTORS INC
CRD 105439File 801-33659
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.41B
Top 25% of cohort (national)
Discretionary AUM
$4.03B
Non-discretionary $386.3M
Clients
947
5,077 accounts
Employees
53
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 9, 1989
- Principal office
- 5200 WEST 73RD STREET, EDINA, MN, 55439-2204
- Phone
- 952-841-2222
- Website
- HTTPS://WWW.ACCREDITED.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.41B
- Discretionary AUM
- $4.03B
- Non-discretionary AUM
- $386.3M
- Discretionary accounts
- 4,461
- Non-discretionary accounts
- 616
- Total accounts
- 5,077
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $23.7M |
| High net worth individuals | 709 | $4.30B |
| Individuals (other than high net worth individuals) | 233 | $92.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.