Accredited Investors Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,389,205,167
Clients
942
Advisors
3
of 53 employees
About
Accredited Investors Wealth Management provides fee‑only wealth management, financial planning, and portfolio management to individuals, families, trusts, foundations, charitable organizations, and businesses. Its services cover a range of planning areas — asset protection, income and disability planning, debt and estate management — alongside discretionary and non‑discretionary investment advisory.
The firm’s investment approach is guided by a mean‑reversion philosophy implemented by an Investment Committee that sets strategic asset allocations and applies tactical adjustments; portfolios commonly use ETFs, mutual funds, separately managed accounts, and selected private investment funds. Accredited describes a values‑driven, collaborative process (based on a published wealth management framework) and assigns each client a dedicated team to tailor planning and investment decisions.
Accredited manages over $4 billion in client assets while operating with a relatively small advisory headcount, yielding an unusually high client load per advisor (more than 200 clients per advisor), and it offers householding and family‑billing arrangements to consolidate client relationships. The firm is employee‑owned and integrates access to niche private strategies — including seed‑stage venture, lower‑middle‑market private equity, mezzanine debt, litigation finance, and secondary funds — and institutional share classes, which differentiates its combination of scale, account aggregation practices, and private investment access from many peers.
Client services
Expertise
Fee options
$0 - $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) $15,000,000+: 0.25% (plus fees from prior tiers)
Minimum fee: $50,000 minimum annual fee, subject to discretionary modification Fee-only: Fee-only wealth management; no commissions or referral fees
Main office
5200 West 73rd Street
Edina MN 55439-2204
Advisors at this office
3
Most active in
Arizona · California · Colorado · District of Columbia · Florida · Georgia · Illinois · Iowa · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New York · North Dakota · Oregon · Pennsylvania · Texas · Washington · Wisconsin
Also doing business as
Accredited Investors Inc · Accredited Investors Wealth Management · Aii Business Center LLC · Aii Real Estate Holdings LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ross L
CFP®, Series 63, Series 65
Edina, MN
Accredited Investors Wealth Management
Ross Levin is a CFP® with 13 years of industry experience, currently serving at Accredited Investors Wealth Management in Edina, MN. He has been associated with Accredited Investors Inc. since 1985, spanning over 40 years in total with the firm. Accredited Investors Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management to a diverse client base including individuals, families, trusts, foundations, charitable organizations, and businesses. The firm follows a mean-reversion investment approach managed by an Investment Committee, utilizing a variety of investment vehicles and emphasizes a collaborative, values-driven process with dedicated client teams.
Jacob W
CFA®
Edina, MN
Accredited Investors Wealth Management
Jacob Wolkowitz is a CFA® charterholder with 14 years of industry experience. He has worked at Accredited Investors Wealth Management since 2011. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm employs a mean-reversion investment approach and offers clients access to a range of private investment strategies alongside traditional portfolios.
Sean S
CFA®, Series 66
Edina, MN
Accredited Investors Wealth Management
Sean Smith is a CFA® charterholder with 14 years of experience in financial advisory. He has been with Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management and investment advisory services to individuals, families, trusts, foundations, charitable organizations, retirement plans, and privately held businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee and offers portfolios built from ETFs, mutual funds, separately managed accounts, and private investment funds tailored to client objectives and risk tolerance.
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