ACCREDITED INVESTORS INC
Legal name: ACCREDITED INVESTORS WEALTH MANAGEMENT
CRD #105439 SEC #801-33659 EDINA, MN 952-841-2222
SEC Registered
Total AUM
$3.7B
Discretionary
$3.4B
Employees
54
Clients
--
Accounts
4,848
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/DIRECTOR | NA | Control |
| Holm, Jenna, Marie | I | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/DIRECTOR | NA | Control |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER/DIRECTOR | NA | Control |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER/DIRECTOR | NA | Control |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER/DIRECTOR | NA | Control |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER/DIRECTOR | NA | Control |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER/DIRECTOR | NA | Control |
| LONGO, KATHLEEN, MARIE | I | PARTNER | NA | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | NA | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | NA | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | NA | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | NA | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER | NA | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER | NA | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER | NA | Control |
| SLOCUM, HOLLY, ANNE | I | PARTNER | NA | Control |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | NA | Control |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | NA | Control |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | NA | Control |
| ZEIDNER, LEWIS | I | COO, DIRECTOR | NA | Control |
| ZEIDNER, LEWIS | I | COO, DIRECTOR | NA | Control |
| ZEIDNER, LEWIS | I | COO, DIRECTOR | NA | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | D | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | D | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | D | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | D | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR | D | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR | D | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR | D | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR | D | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | MANAGING PARTNER, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | MANAGING PARTNER, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | MANAGING PARTNER, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | MANAGING PARTNER, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | MANAGING PARTNER, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | COO, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | MANAGING PARTNER, DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER/DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER/DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER/DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER/DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER/DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER/DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | PRESIDENT/SHAREHOLDER/DIRECTOR | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR | C | Control |
| LEVIN, ROSS | I | CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR | C | Control |
| HEUPEL, WILLIS, THEO | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| HEUPEL, WILLIS, THEO | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| HEUPEL, WILLIS, THEO | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| HEUPEL, WILLIS, THEO | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER/DIRECTOR | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Krieger, Rebecca, Mary | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| LEVIN, ROSS | I | OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| LEVIN, ROSS | I | OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| LEVIN, ROSS | I | OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| LEVIN, ROSS | I | OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL, DIRECTOR | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL, DIRECTOR | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| LONGO, KATHLEEN, MARIE | I | PRINCIPAL | B | Control |
| Martin, Brian, Gregory | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Martin, Brian, Gregory | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Martin, Brian, Gregory | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| Martin, Brian, Gregory | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | B | Control |
| ROSS LEVIN 2025 GRANTOR RETAINED ANNUITY TRUST U/A/D 2/18/2025 | DE | SHAREHOLDER | B | |
| ROSS LEVIN 2025 GRANTOR RETAINED ANNUITY TRUST U/A/D 2/18/2025 | DE | SHAREHOLDER | B | |
| WIL HEUPEL 2024 GRANTOR RETAINED ANNUITY TRUST U/A/D 4/08/2024 | DE | SHAREHOLDER | B | |
| WIL HEUPEL 2024 GRANTOR RETAINED ANNUITY TRUST U/A/D 4/08/2024 | DE | SHAREHOLDER | B | |
| GILBERTSON, STEVEN, SCOTT | I | SHAREHOLDER/DIRECTOR | A | Control |
| GILBERTSON, STEVEN, SCOTT | I | SHAREHOLDER/DIRECTOR | A | Control |
| GILBERTSON, STEVEN, SCOTT | I | SHAREHOLDER/DIRECTOR | A | Control |
| GILBERTSON, STEVEN, SCOTT | I | SHAREHOLDER | A | |
| GILBERTSON, STEVEN, SCOTT | I | SHAREHOLDER | A | |
| GILBERTSON, STEVEN, SCOTT | I | SHAREHOLDER | A | |
| GILBERTSON, STEVEN, SCOTT | I | SHAREHOLDER | A | |
| HECKMAN, JEREMY, JOEL | I | SHAREHOLDER | A | |
| HECKMAN, JEREMY, JOEL | I | SHAREHOLDER | A | |
| HECKMAN, JEREMY, JOEL | I | SHAREHOLDER/DIRECTOR | A | Control |
| HECKMAN, JEREMY, JOEL | I | SHAREHOLDER/DIRECTOR | A | Control |
| HECKMAN, JEREMY, JOEL | I | SHAREHOLDER | A | |
| HEUPEL, WILLIS, THEO | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR | A | Control |
| HEUPEL, WILLIS, THEO | I | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR | A | Control |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER | A | |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER | A | |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER | A | |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER | A | |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER | A | |
| JONES, BRANDON, RICHARD | I | SHAREHOLDER | A | |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER | A | Control |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER | A | Control |
| Krieger, Rebecca, Mary | I | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER | A | Control |
| LEVIN, ROSS | I | OFFICER/SHAREHOLDER/DIRECTOR | A | Control |
| LEVIN, ROSS | I | OFFICER/SHAREHOLDER/DIRECTOR | A | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER | A | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER | A | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER | A | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER | A | Control |
| Martin, Brian, Gregory | I | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER/DIRECTOR | A | Control |
| Martin, Brian, Gregory | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | A | Control |
| Martin, Brian, Gregory | I | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | A | Control |
| SMITH, SEAN, PATRICK | I | SHAREHOLDER | A | |
| SMITH, SEAN, PATRICK | I | SHAREHOLDER | A | |
| SMITH, SEAN, PATRICK | I | SHAREHOLDER | A | |
| SMITH, SEAN, PATRICK | I | SHAREHOLDER | A | |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | A | Control |
| WOLKOWITZ, JACOB | I | CHIEF INVESTMENT OFFICER/SHAREHOLDER | A | Control |
| ZEIDNER, LEWIS | I | COO, DIRECTOR | A | Control |
Registrations
Federal
IA
Apr 21, 2025 REGISTERED
Notice Filings (22)
AZ CA CO DC FL IA IL MA MD MI MN MO ND NE NH NY OR PA SC TX WA WI
Address
5200 WEST 73RD STREETEDINA, MN 55439-2204
United States
Phone: 952-841-2222