# Accredited Investors Wealth Management

> 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.

- CRD: 105439
- Filed as: ACCREDITED INVESTORS WEALTH MANAGEMENT
- Legal name: Accredited Investors Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105439
- AdvisorCensus page: https://advisorcensus.com/firm/accredited-investors-wealth-management-edina-mn-105439

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,412,886,238
- Discretionary: $4,026,538,759
- Non-discretionary: $386,347,479

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 233 | $91,971,863 |
| High net worth individuals | 709 | $4,297,233,304 |
| Charitable organizations | 5 | $23,681,071 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1989 (37 years)
- Employees: 53 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DC, FL, GA, IA, IL, MA, MD, MI, MN, MO, ND, NE, NH, NY, OR, PA, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [accredited.com](https://accredited.com)
- Instagram @accredited_inv
- LinkedIn @ACCREDITED-INVESTORS-INC-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,675,833,554 | 44 | March 15, 2021 |
| October 2022 | $3,383,260,611 | 49 | March 31, 2022 |
| October 2023 | $2,956,361,600 | 54 | March 3, 2023 |
| October 2024 | $3,359,362,288 | 52 | March 13, 2024 |
| October 2025 | $3,715,189,973 | 54 | April 21, 2025 |
| October 2026 | $4,412,886,238 | 53 | August 6, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accredited Investors Wealth Management (CRD 105439): Form ADV filing data as of October 2026.