AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Accredited Investors Wealth Management
Accredited Investors Wealth Management
Filed as ACCREDITED INVESTORS WEALTH MANAGEMENT · Legal name Accredited Investors Inc
Accredited Investors Wealth Management is an SEC-registered investment advisory firm in Edina, MN, registered since 1989, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.
Quick answers
From the filingHow is Accredited Investors Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Accredited Investors Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Accredited Investors Wealth Management charge?
Its Form ADV Part 2A brochure dated March 12, 2026 states: Up to $5,000,000: 1% a year; $5,000,000 to $10,000,000: 0.75% a year; $10,000,000 to $15,000,000: 0.5% a year; Above $15,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Accredited Investors Wealth Management located?
Accredited Investors Wealth Management's principal office is in Edina, MN, according to its Form ADV.
Is Accredited Investors Wealth Management registered with the SEC or a state?
Accredited Investors Wealth Management is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105439.
How much does Accredited Investors Wealth Management manage?
Accredited Investors Wealth Management reports $4,412,886,238 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (91% discretionary).
How have Accredited Investors Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Accredited Investors Wealth Management: Regulatory assets under management: $2,675,833,554 in the October 2021 data and $4,412,886,238 in the October 2026 data, up 65%. Total employees: 44 in October 2021 and 53 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Accredited Investors Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (709); individuals (other than high net worth individuals) (233); charitable organizations (5).
Which custodians does Accredited Investors Wealth Management use?
Accredited Investors Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Accredited Investors Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105439
What changed in Accredited Investors Wealth Management's recent Form ADV filings?
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 1% |
| $5,000,000 to $10,000,000 | 0.75% |
| $10,000,000 to $15,000,000 | 0.5% |
| Above $15,000,000 | 0.25% |
The brochure's wording
Our advisory fee is based on a percentage of assets we actively manage, using a tiered schedule: Up to $5,000,000 – 1% $5,000,000 - $10,000,000 – 0.75% (plus fees from prior tiers) $10,000,000 - $15,000,000 – 0.50% (plus fees from prior tiers) Over $15,000,000 – 0.25% (plus fees from prior tiers)
Minimum annual fee: $50,000
The brochure's wording
Our fee schedule is non-negotiable and subject to a $50,000 minimum annual fee. The minimum fee can be modified at Accredited’s sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,412,886,238 as of October 2026, filing dated August 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Accredited Investors Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1989 (37 years)
- Employees
- Total: 53. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
22 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,412,886,238 | 53 | August 6, 2026 |
| October 2025 | $3,715,189,973 | 54 | April 21, 2025 |
| October 2024 | $3,359,362,288 | 52 | March 13, 2024 |
| October 2023 | $2,956,361,600 | 54 | March 3, 2023 |
| October 2022 | $3,383,260,611 | 49 | March 31, 2022 |
| October 2021 | $2,675,833,554 | 44 | March 15, 2021 |
Regulatory assets under management: $2,675,833,554 in the October 2021 data and $4,412,886,238 in the October 2026 data, up 65%.
Total employees: 44 in October 2021 and 53 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $3,715,189,973 to $4,412,886,238 (+19%).
- Registered or notice-filed in GA, IA.
- January 2026
- No longer registered or notice-filed in IA, SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Accredited Investors Wealth Management (CRD 105439): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/accredited-investors-wealth-management-edina-mn-105439