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 first registered with the SEC in 1989. The firm operates as a domestic corporation with individual ownership and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm identifies as an active ESG investor and has been recognized on industry lists, appearing in the Financial Times Top 300 RIA Firms (2020) and the FA Magazine Top RIA Firms list (2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2
Ross Levin
Chief Executive Officer and FounderCRD 1060168
Jenna Holm
Chief Risk and Compliance OfficerCRD 6764072
Contacts
3 of 8
Rebecca Krieger
Managing PartnerCRD 6764069
Jessica Jones
CRD 6044088
Sean Smith
Investment Manager & ShareholderCRD 4231694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$1.7B in ETFs
83%
$1.4B
17%
$290M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV) | Avantis | Active | Foreign Small/Mid Value | $277M | 2,685,375 | 16.61% |
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
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