Hedge Fund Database

ACCREDITED INVESTORS WEALTH MANAGEMENT

ACCREDITED INVESTORS INC Legal Name

Adviser information for ACCREDITED INVESTORS WEALTH MANAGEMENT last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 52
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,073 $3.1B
Non-Discretionary 446 $237.3M
Total 4,519 $3.4B

Clients

Type Number RAUM
Individuals 78 $39.4M
HNW Individuals 519 $3.3B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $4.8M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 598

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-33659
SEC ERA File Number 801-33659
SEC CIK Numbers 1518364
SEC CRD Numbers 105439
Legal Entity Identifier None

Principal Office

5200 WEST 73RD STREET
EDINA
MN
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 952-841-2222, Fax: 952-841-2223

Websites

www.accredited.com www.facebook.com/accredited-investors-wealth-management-101036632043906 twitter.com/accredited_inv www.linkedin.com/company/accredited-investors-inc- www.instagram.com/accredited_inv/

Chief Compliance Officer

JENNA HOLM
5200 WEST 73RD STREET
EDINA
MN
United States
Tel: 952-841-2235
Fax: 952-841-2223
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HEUPEL, WILLIS, THEO Individual – CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR 10/1988 10-25%
LEVIN, ROSS Individual – OFFICER/SHAREHOLDER/DIRECTOR 03/1986 10-25%
WOLKOWITZ, JACOB Individual – CHIEF INVESTMENT OFFICER/SHAREHOLDER 02/2017 5-10%
Krieger, Rebecca, Mary Individual – MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR 02/2017 10-25%
Martin, Brian, Gregory Individual – MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR 02/2017 10-25%
Holm, Jenna, Marie Individual – CHIEF COMPLIANCE OFFICER/SHAREHOLDER 02/2017 < 5%
GILBERTSON, STEVEN, SCOTT Individual – SHAREHOLDER 01/2021 5-10%
HECKMAN, JEREMY, JOEL Individual – SHAREHOLDER/DIRECTOR 01/2021 5-10%
JONES, BRANDON, RICHARD Individual – SHAREHOLDER 01/2021 5-10%
SMITH, SEAN, PATRICK Individual – SHAREHOLDER 01/2023 5-10%

No. Employees, Historic

6030020202021202220232024202546 on 3/30/202046 on 6/29/202046 on 6/30/202044 on 3/15/202149 on 3/31/202249 on 3/31/202254 on 3/3/202352 on 3/13/2024

RAUM, Historic

4B2B02020202120222023202420252297526718 on 3/30/20202297526718 on 6/29/20202297526718 on 6/30/20202675833554 on 3/15/20213383260611 on 3/31/20223383260611 on 3/31/20222956361600 on 3/3/20233359362288 on 3/13/2024

No. Clients, Historic

6003000202020212022202320242025508 on 3/30/2020508 on 6/29/2020508 on 6/30/2020545 on 3/15/2021582 on 3/31/2022582 on 3/31/2022590 on 3/3/2023597 on 3/13/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
1/100 BERKSHIRE HATHAWAY INC CL A 55M 9K –
3M CO COM 3M 31K –
ABBOTT LABS COM 1M 13K –
ABBVIE INC COM 1M 7K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 6K –
ADOBE INC COM 271K 487 –
ADVANCED MICRO DEVICES INC COM 412K 3K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 204K 3K –
ALLURION TECHNOLOGIES INC COM SHS 50K 50K –
ALPHABET INC CAP STK CL A 3M 14K –
ALPHABET INC CAP STK CL C 5M 29K –
ALTRIA GROUP INC COM 408K 9K –
AMAZON COM INC COM 57M 293K –
AMERICAN EXPRESS CO COM 846K 4K –
AMERICAN TOWER CORP NEW COM 290K 1K –
AMGEN INC COM 662K 2K –
AMPHENOL CORP NEW CL A 595K 9K –
ANALOG DEVICES INC COM 681K 3K –
AON PLC SHS CL A 1M 4K –
APPLE INC COM 51M 242K –
APPLIED MATLS INC COM 1M 5K –
ARES CAPITAL CORP COM 224K 11K –
AT&T INC COM 214K 11K –
AUTOMATIC DATA PROCESSING IN COM 12M 51K –
AMERICAN CENTY ETF TR INTL SMCP VLU 138M 2M –
BANK AMERICA CORP COM 919K 23K –
BANK NEW YORK MELLON CORP COM 330K 6K –
BECTON DICKINSON & CO COM 226K 967 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 18M 45K –
BLUE OWL CAPITAL CORPORATION COM 255K 17K –
BOEING CO COM 290K 2K –
BRISTOL-MYERS SQUIBB CO COM 614K 15K –
BROADCOM INC COM 370K 230 –
BROADRIDGE FINL SOLUTIONS IN COM 703K 4K –
CADENCE DESIGN SYSTEM INC COM 659K 2K –
CANTERBURY PK HLDG CORP COM 200K 9K –
CATERPILLAR INC COM 781K 2K –
CELCUITY INC COM 477K 29K –
C H ROBINSON WORLDWIDE INC COM NEW 7M 81K –
CHEVRON CORP NEW COM 819K 5K –
CINTAS CORP COM 370K 528 –
CISCO SYS INC COM 426K 9K –
CLEVELAND-CLIFFS INC NEW COM 714K 46K –
COCA COLA CO COM 630K 10K –
COMCAST CORP NEW CL A 232K 6K –
CONOCOPHILLIPS COM 232K 2K –
COSTCO WHSL CORP NEW COM 3M 3K –
DELTA AIR LINES INC DEL COM NEW 299K 6K –
DEXCOM INC COM 511K 5K –
DIMENSIONAL ETF TRUST US TARGETED VLU 278K 5K –
DIMENSIONAL ETF TRUST US EQUITY ETF 209K 4K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 327K 8K –
SPDR DOW JONES INDL AVERAGE UT SER 1 207K 528 –
DONALDSON INC COM 278K 4K –
DURECT CORP COM NEW 113K 88K –
E L F BEAUTY INC COM 260K 1K –
ECOLAB INC COM 394K 2K –
EDAP TMS S A SPONSORED ADR 117K 21K –
ELEVANCE HEALTH INC COM 657K 1K –
EMERSON ELEC CO COM 376K 3K –
EXPEDITORS INTL WASH INC COM 207K 2K –
EXXON MOBIL CORP COM 2M 15K –
FASTENAL CO COM 934K 15K –
FEDEX CORP COM 239K 797 –
FIDELITY COMWLTH TR NASDAQ COMPSIT 337K 5K –
FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 263K 3K –
FORD MTR CO DEL COM 265K 21K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 276K 4K –
GE VERNOVA INC COM 330K 2K –
GE AEROSPACE COM NEW 1M 8K –
GENERAL MLS INC COM 8M 129K –
GRAB HOLDINGS LIMITED CLASS A ORD 190K 53K –
GRACO INC COM 2M 24K –
GRANITE PT MTG TR INC COM STK 47K 16K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 218K 6K –
HEARTLAND FINL USA INC COM 866K 19K –
HERCULES CAPITAL INC COM 470K 23K –
HOME DEPOT INC COM 2M 4K –
HONEYWELL INTL INC COM 447K 2K –
HORMEL FOODS CORP COM 425K 14K –
HUBSPOT INC COM 279K 473 –
INTEL CORP COM 481K 16K –
INTERNATIONAL BUSINESS MACHS COM 704K 4K –
INTUITIVE SURGICAL INC COM NEW 454K 1K –
INVESCO QQQ TR UNIT SER 1 2M 4K –
ISHARES TR 20 YR TR BD ETF 224K 2K –
ISHARES TR CORE MSCI TOTAL 250K 4K –
ISHARES TR CORE S&P TTL STK 1M 10K –
ISHARES TR CORE US AGGBD ET 16M 167K –
ISHARES TR ESG AWRE 1 5 YR 2M 73K –
ISHARES TR ESG EAFE ETF 4M 54K –
ISHARES TR ESG MSCI USA ETF 3M 71K –
ISHARES TR ESG AWR US AGRGT 8M 165K –
ISHARES TR IBOXX HI YD ETF 370K 5K –
ISHARES TR MSCI AC ASIA ETF 537K 7K –
ISHARES TR ESG AW MSCI EAFE 5M 63K –
ISHARES TR CORE MSCI EAFE 455K 6K –
ISHARES TR MSCI EAFE ETF 69M 878K –
ISHARES TR MSCI KLD400 SOC 4M 39K –
ISHARES TR ESG AWARE MSCI 13M 338K –
ISHARES TR NATIONAL MUN ETF 882K 8K –
ISHARES TR ISHARES SEMICDTR 583K 2K –
ISHARES TR RUS 1000 GRW ETF 36M 97K –
ISHARES TR RUSSELL 2000 ETF 49M 239K –
ISHARES TR RUS 2000 GRW ETF 684K 3K –
ISHARES TR RUS MD CP GR ETF 25M 230K –
ISHARES TR RUS MDCP VAL ETF 10M 81K –
ISHARES TR CORE S&P500 ETF 71M 130K –
ISHARES TR S&P 500 GRWT ETF 438K 5K –
ISHARES TR CORE S&P SCP ETF 82M 767K –
ISHARES TR S&P MC 400GR ETF 276K 3K –
ISHARES TR SELECT DIVID ETF 221K 2K –
ISHARES TR SHORT TREAS BD 307K 3K –
ISHARES TR EAFE VALUE ETF 14M 259K –
ISHARES TR MSCI USA ESG SLC 7M 61K –
ISHARES TR RUS 1000 ETF 3M 11K –
ISHARES TR RUS 1000 VAL ETF 2M 14K –
ISHARES TR CORE S&P MCP ETF 135M 2M –
ISHARES TR U.S. TECH ETF 365K 2K –
JOHNSON & JOHNSON COM 1M 8K –
JPMORGAN CHASE & CO. COM 3M 14K –
KIMBERLY-CLARK CORP COM 305K 2K –
LAM RESEARCH CORP COM 257K 241 –
ELI LILLY & CO COM 3M 3K –
LOCKHEED MARTIN CORP COM 215K 461 –
LUCID GROUP INC COM 27K 10K –
MASTERCARD INCORPORATED CL A 303K 687 –
MCDONALDS CORP COM 997K 4K –
MEDTRONIC PLC SHS 831K 11K –
MERCK & CO INC COM 1M 12K –
META PLATFORMS INC CL A 2M 4K –
MICROSOFT CORP COM 8M 19K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 861K 2K –
MORGAN STANLEY COM NEW 251K 3K –
MUELLER INDS INC COM 319K 6K –
NETFLIX INC COM 573K 849 –
NEXTERA ENERGY INC COM 287K 4K –
NORFOLK SOUTHN CORP COM 217K 1K –
NOVO-NORDISK A S ADR 212K 1K –
NUCOR CORP COM 492K 3K –
NVIDIA CORPORATION COM 9M 69K –
ORACLE CORP COM 1M 10K –
OTTER TAIL CORP COM 369K 4K –
PALO ALTO NETWORKS INC COM 234K 689 –
PAYPAL HLDGS INC COM 270K 5K –
PEPSICO INC COM 2M 10K –
PFIZER INC COM 560K 20K –
PHILIP MORRIS INTL INC COM 574K 6K –
INVESCO EXCH TRADED FD TR II KBW REGL BKG 478K 10K –
INVESCO EXCH TRADED FD TR II KBW BK ETF 358K 7K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 8M 212K –
PROCTER AND GAMBLE CO COM 2M 12K –
PROSHARES TR S&P 500 DV ARIST 241K 3K –
QUALCOMM INC COM 425K 2K –
RTX CORPORATION COM 299K 3K –
ROBLOX CORP CL A 47M 1M –
ROCKWELL AUTOMATION INC COM 201K 731 –
ROYAL CARIBBEAN GROUP COM 348K 2K –
SPDR S&P 500 ETF TR TR UNIT 13M 24K –
SALESFORCE INC COM 239K 929 –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 15M 281K –
SCHWAB STRATEGIC TR INTL EQTY ETF 260K 7K –
SCHWAB STRATEGIC TR US BRD MKT ETF 101M 2M –
SCHWAB STRATEGIC TR US LCAP GR ETF 1M 11K –
SCHWAB STRATEGIC TR US LRG CAP ETF 225K 4K –
SELECT SECTOR SPDR TR FINANCIAL 290K 7K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 242K 2K –
SHOPIFY INC CL A 427K 6K –
SOLVENTUM CORP COM SHS 404K 8K –
SOUTHERN CO COM 242K 3K –
W GOOD INC COM ADDED 2M 89K –
SPDR SER TR PRTFLO S&P500 VL 43M 879K –
SPDR SER TR S&P 600 SMCP VAL 664K 8K –
SPDR INDEX SHS FDS S&P INTL SMLCP 1M 42K –
SPS COMM INC COM 1M 8K –
TACTILE SYS TECHNOLOGY INC COM 1M 115K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 343K 2K –
TARGET CORP COM 2M 12K –
BIO-TECHNE CORP COM 312K 4K –
SELECT SECTOR SPDR TR TECHNOLOGY 879K 4K –
TENNANT CO COM 1M 13K –
TESLA INC COM 2M 8K –
THERMO FISHER SCIENTIFIC INC COM 501K 906 –
TRAVELERS COMPANIES INC COM 2M 8K –
TREACE MED CONCEPTS INC COM 459K 69K –
US BANCORP DEL COM NEW 2M 58K –
UNITEDHEALTH GROUP INC COM 4M 8K –
UNITED PARCEL SERVICE INC CL B 107M 785K –
URANIUM ENERGY CORP COM 80K 13K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 596K 2K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 956K 5K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 316K 7K –
VANGUARD INDEX FDS EXTEND MKT ETF 3M 16K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 25M 499K –
VANGUARD INDEX FDS GROWTH ETF 615K 2K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 255K 2K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 237K 3K –
VANGUARD WHITEHALL FDS INTL DVD ETF 252K 3K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 77M 1M –
VANGUARD INDEX FDS LARGE CAP ETF 311K 1K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 16M 280K –
VANGUARD WORLD FD MEGA GRWTH IND 7M 22K –
VANGUARD INDEX FDS MID CAP ETF 714K 3K –
VANGUARD INDEX FDS MCAP GR IDXVIP 227K 988 –
VANGUARD INDEX FDS SMALL CP ETF 3M 13K –
VANGUARD INDEX FDS SM CP VAL ETF 368K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 3M 5K –
VANGUARD MUN BD FDS TAX EXEMPT BD 270K 5K –
VANGUARD STAR FDS VG TL INTL STK F 2M 30K –
VANGUARD INDEX FDS TOTAL STK MKT 7M 26K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 20M 177K –
VANGUARD INDEX FDS VALUE ETF 62M 388K –
VERVE THERAPEUTICS INC COM 85K 18K –
VISA INC COM CL A 2M 6K –
WALMART INC COM 968K 14K –
DISNEY WALT CO COM 801K 8K –
WATERS CORP COM 305K 1K –
WELLS FARGO CO NEW COM 2M 26K –
XCEL ENERGY INC COM 1M 21K –
ZOETIS INC CL A 519K 3K –