Wealth Manager
    SEC Registered
    Manages Private Funds

    Accredited Investors Wealth Management

    Registered investment advisor · Edina, Minnesota · CRD #105439

    Assets Under Management
    $4.4B
    Client Accounts
    5,077
    Employees
    53
    CRD Number
    105439
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Accredited Investors Wealth Management

    Accredited Investors Wealth Management® is an independent, fee-only fiduciary wealth management firm based in Edina, Minnesota. Founded in 1987 by Ross Levin and Wil Heupel, the firm specializes in personalized financial planning and investment services for high-net-worth individuals and families, primarily in the Twin Cities area and across connected communities nationwide. With a team of approximately 60 employees, including 54 professionals, Accredited serves nearly 600 client families and ma

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Accredited Investors Wealth Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Accredited Investors Wealth Management's AUM?

    Accredited Investors Wealth Management reports approximately $4.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Accredited Investors Wealth Management headquartered?

    Accredited Investors Wealth Management is headquartered in Edina, Minnesota.

    What is Accredited Investors Wealth Management's CRD number?

    Accredited Investors Wealth Management's CRD number is 105439. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Accredited Investors Wealth Management manage?

    Accredited Investors Wealth Management manages approximately 5,077 client accounts according to its latest SEC filing.

    Is Accredited Investors Wealth Management SEC registered?

    Yes, Accredited Investors Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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