AI
ACCREDITED INVESTORS WEALTH MANAGEMENT
SEC RegisteredEDINA, MNhttps://accredited.com952-841-2222
Assets Under Management
$1B–$5B
Employees
53
Office Locations
1 office
Total Accounts
5077
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Services
investment_managementfinancial_planningtax_planninginsurancecharitable_givingmedicarewealth_managementrisk_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
Willis Theo Heupel
PRESIDENT/SHAREHOLDER/DIRECTOR
Ross Levin
CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR
Jacob Wolkowitz
MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER
Rebecca Mary Krieger
MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER
Brian Gregory Martin
MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER
Jenna Marie Holm
CHIEF COMPLIANCE OFFICER/SHAREHOLDER
Brandon Richard Jones
SHAREHOLDER/DIRECTOR
Office locations
1 office in 1 state
MN
EDINAHQ
Regulatory & compliance
CRD number
#105439
SEC Number
801-33659
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
accredited.comPhone
952-841-2222Find an advisor that fits
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Editorial disclosure
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.