CRD: 105439
Accredited Investors Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 21, 2025 and August 6, 2026, reported AUM increased 18.8%, from $3.7B to $4.4B.
Across 5 reported observations, AUM increased 30.4% between March 31, 2022 and August 6, 2026, from $3.4B to $4.4B.
Of the latest reported AUM, 91.2% is discretionary and 8.8% is non-discretionary.
The firm reports 4 advisory representatives and 947 clients, or 236.8 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 1 reported office location and 37 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
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| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Accredited Investors Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Accredited Investors Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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