Accredited Investors Wealth Management

Accredited Investors Wealth Management (CRD# 105439) is a financial advisory firm headquartered in Edina, MN. They manage $1,444,419,666 in 3,174 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,444
    MILLION
  • Total Number of Accounts
    3,174
    ACCOUNTS
  • Average Account Value
    $455,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MD, MN, MO, ND, NE, NY, OR, TX, WA, WI

Financial Advisors at Accredited Investors Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Ross Levin
CRD#: 1060168
5200 West 73rd Street, Edina, MN 55439
96
Wealthminder
score

Ross Levin (CRD# 1060168) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 34 years of experience in the finance industry. Ross Levin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean P. Smith
CRD#: 4231694
5200 West 73rd Street, Edina, MN 55439
96
Wealthminder
score

Sean Smith (CRD# 4231694) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has over 13 years of experience in the finance industry.

3
Jacob R. Altendorf
CRD#: 5677417
5200 West 73rd Street, Edina, MN 55439
90
Wealthminder
score

Jacob Altendorf (CRD# 5677417) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has 1 year of experience in the finance industry.

4
Jacob Wolkowitz
CRD#: 4421117
5200 West 73rd Street, Edina, MN 55439
90
Wealthminder
score

Jacob Wolkowitz (CRD# 4421117) is an Investment Advisor Representative working at Accredited Investors Wealth Management in Edina, MN and has 1 year of experience in the finance industry.

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