ACCREDITED INVESTORS WEALTH MANAGEMENT
SEC RegisteredSpend Your Life Wisely™
About the firm
Since our founding in 1987, Accredited is an independent, fee-only wealth fiduciary with a nearly 60-member team dedicated to providing objective advice and counsel. As a firm 100% owned by a group of actively-engaged employee shareholders, Accredited offers personalized wealth management strategies covering all aspects of clients' financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Accredited offers dynamic wealth scenario planning, custom portfolio management, generational wealth strategies, legacy planning, investment management, financial independence planning, credit management, and risk management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 233 | $92M |
| High Net Worth Individuals | 709 | $4.3B |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCREDITED INVESTORS WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.