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Accredited Investors Wealth Management

Accredited Investors Wealth Management. CRD 105439

Accredited Investors Wealth Management logo

CRD: 105439

Accredited Investors Wealth Management

Edina, MN, 55439
9528412222
$4.4B Total AUM
$4.0B Disc. AUM
14.3% 3Y CAGR
53 Employees
947 ADV. Clients
37 yrs Firm Age

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Firm 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

5200 West 73rd Street Edina MN

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

52 AVG AGE
$1.1B AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
12.9 yrs AVG TENURE
53 Employees
4 Advisory Reps
4 RIA Reps
37yrs Firm Age

Insights

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Accredited Investors

Summit

Asset Classes

Prime Bridge Delta quantum Harbor Momentum Pioneer wave

Custodian

Bridge Summit

Investment Themes

Quantum Fusion peak Optima momentum Horizon

Investment Vehicles

Insight momentum Matrix

Platform

Signal

Services

Pioneer Atlas oak Signal pioneer Frontier vertex Crest wave Alpha momentum Legacy Vital harbor Pioneer

Technology

Foundation pioneer

Owner & Executives

R

Rebecca Mary Krieger

DIRECTOR, Managing Partner

CRD
--
Ownership
10% but less than 25%
(554) 560-9551
momentum.pioneer@pioneercapital.com
in linkedin.com/in/insight-value
B

Brian Gregory Martin

DIRECTOR, Managing Partner

CRD
--
Ownership
10% but less than 25%
(310) 380-1586
peak.wave@unisoncapital.com
in linkedin.com/in/prime-harbor
F

Foundation catalyst

Fusion signal harbor

CRD
#88821
Ownership
37.0%
(718) 732-8108
wave.fusion@momentumcapital.com
in linkedin.com/in/capital-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-03-2023
03-13-2024
04-21-2025
03-12-2026
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

Total SMA Asset: $4,412,886,238

$4.4B Total SMA
Public Funds:
27.6%
Equity - Exchange:
13.1%
Cash:
22.8%
Private Funds:
17.7%
U.S. Government/Agency:
5.9%
Municipal Bonds:
12.9%
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

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