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 operated since 1989. The firm serves individuals, families and institutional clients and bills on a mix of AUM-based and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside managers, and it functions as a capital allocator that places client capital with third-party managers. The firm identifies as an active ESG investor and is organized as a domestic corporation with both institutional and high-net-worth individuals among its client base. The firm received industry recognition in 2020, appearing on the Financial Times Top 300 RIA Firms list and on FA Magazine’s Top RIA Firms list.
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 7
Rebecca Krieger
Managing PartnerCRD 6764069
Sean Smith
Investment Manager & ShareholderCRD 4231694
Steven Gilbertson
Wealth Manager, ShareholderCRD 4207034
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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