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ACCREDITED INVESTORS WEALTH MANAGEMENT
ACCREDITED INVESTORS WEALTH MANAGEMENT (CRD# 105439) is an SEC-Registered Investment Advisor (RIA), headquartered in Edina, MN. The SEC approved the firm to operate as an RIA in Jan 1989. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.9 Billion, and has discretion over 96% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ACCREDITED INVESTORS WEALTH MANAGEMENT also reported in Mar 2018:
  • 42 employees, with 4 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACCREDITED INVESTORS WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.
 

View ACCREDITED INVESTORS WEALTH MANAGEMENT's most recent Form ADV filing
 


ACCREDITED INVESTORS WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities: AZ-Mar 2014, CA-Jan 2012, CO-Mar 2016, FL-Nov 2002, IL-Jan 2012 , MA-Mar 2016, MD-Jan 2012, MN-Jan 1989, MO-Mar 2016, ND-Mar 2016 , NE-Aug 2012, NH-Mar 2018, NY-Mar 2014, OR-Feb 2015, TX-Aug 2012 , WA-Aug 2012, WI-Dec 2001

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.