Accredited Investors Wealth Management
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 105439
- Registered since
- January 9, 1989
- Website
- www.accredited.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.38%
- Individuals2.08%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Accredited Investors Wealth Management is an independent registered investment adviser that has been SEC-registered since 1989. The firm operates as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Fee arrangements include percentage-of-assets and fixed-fee options. The firm reports an active ESG investment stance and allocates externally to third-party managers for alternative strategies. Accredited Investors Wealth Management was recognized in industry rankings in 2020, appearing on the Financial Times Top 300 RIA firms list and on FA Magazine’s Top RIA Firms list that year.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$1.7B in ETFs
82%
$1.4B
17%
$307M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV) | Avantis | Active | Foreign Small/Mid Value | $293M | 2,679,024 | 16.88% |
Location
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 5200 W 73rd St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Tradition Wealth Management LLC
RIAEdina, MN
Punch & Associates Investment Management, Inc.
RIAEdina, MN
Silveroak Wealth Management LLC
RIAEdina, MN
Cahill Financial Advisors, Inc.
RIAEdina, MN
O'Brien-Staley Partners
RIAEdina, MN
First Light Asset Management, LLC
RIAEdina, MN