Accredited Investors Wealth Management
Financial planning in Edina, MN
SEC registeredNo commissions reported
Public-record details
- Address
- 5200 West 73rd Street, Edina, MN 55439
- Phone
- (952) 841-2222
- Listed under
- Financial planning, Flat / fixed fees, % of assets managed
- Legal name
- Accredited Investors INC
- CRD number
- 105439
- Registration
- SEC registered since 1989-01-09
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $4.4 billion
- Accounts managed
- 5,077
- Clients reported (Form ADV 5.D)
- 947
- Individual / high-net-worth clients
- 233 / 709
- Employees
- 53
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-08-06
Read the official record
- SEC IAPD summary for CRD 105439 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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