This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Frontier capital
- Established Date
- 10-01-1988
- Office Locations
- 1
Office Locations
About Accredited Investors Wealth Management
Accredited Investors Wealth Management is an independent, fee-only fiduciary in Edina, MN, offering dynamic wealth scenario planning, custom portfolio management, and generational wealth strategies spanning tax, legacy, and philanthropic goals. Its investment approach emphasizes long-term, fundamental, valuation-based research and diversified allocations tailored to liquidity and risk needs. Operates on Tamarac and custody relationships such as Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Rebecca Mary Krieger
DIRECTOR, Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Brian Gregory Martin
DIRECTOR, Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Foundation catalyst
Fusion signal harbor
- CRD
- #88821
- Ownership
- 37.0%
Showing 2 of 9 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,026,538,759 | $902,609 |
| Non-Discretionary | $386,347,479 | $627,187 |
| Total | $4,412,886,238 | $869,192 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,412,886,238
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $319,950,554 | 27.6% |
| Equity - Exchange | $151,860,589 | 13.1% |
| Cash | $264,306,979 | 22.8% |
| Private Funds | $205,185,681 | 17.7% |
| U.S. Government/Agency | $68,395,227 | 5.9% |
| Municipal Bonds | $149,542,108 | 12.9% |
| Total | $1,159,241,138 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM OAK | NORTH FRONTIER | UYS5QHZR6 | ODI | 3.68% | $87,739,092 |
| CREST TIMBER RADIAL | VECTOR EAGLE | ZSI2XO2QY | QBRN | 0.72% | $101,075,584 |
| MERIDIAN RADIAL HARBOR | PATHWAY UNISON | 24C87AD2S | HPF | 9.01% | $62,163,702 |
| UNISON MATRIX | PEAK PIONEER | OUOYMROBO | CWQP | 6.10% | $52,928,366 |
| CREST DELTA VECTOR | QUANTUM DELTA | GP3GYTHRI | GBBHQ | 10.30% | $16,121,338 |
| ZENITH INSIGHT LEGACY | EMBER EAGLE | IWQDHGV2W | HGM | 7.11% | $87,405,525 |
| SIGNAL ATLAS | ZENITH HORIZON | IO0G5VJL6 | IHUGS | 6.26% | $98,388,874 |
| DELTA CAPITAL | MOMENTUM CREST | X361EA4N9 | RCL | 8.03% | $11,250,843 |