Accredited Investors Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 12, 2026, reports $4.4B in regulatory assets under management, 53 employees, and 5,077 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.9% of total clients.
Top client categories% of clientsClients
1
HNWI
74.9%
709
2
Individuals
24.6%
233
3
Charitable
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.4Bas of March 12, 2026
Discretionary91.2%
$4.0B
91% of total RAUM91.2%
Non-discretionary8.8%
$386M
9% of total RAUM8.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.4B
Total Accounts5,077
10Y AUM Change+$2.8B (+179.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee18:1
10Y Employee Change+20 (+60.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.