Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures
View Top Employees from Accredited Investors Wealth Management®Website | http://www.accredited.com |
Revenue | $7 million |
Employees | 67 (67 on RocketReach) |
Founded | 1987 |
Address | 5200 West 73rd Street, Edina, Minnesota 55439, US |
Phone | (952) 841-2222 |
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Industry | Financial Services, Investment Banking, Finance |
Web Rank | 21 Million |
Competitors | Deerfield Financial Advisors, Hogan Financial, Ogorek Wealth Management LLC, The Enrichment Group, The Tarbox Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 8139 Companies, NAICS Code 813 Companies, NAICS Code 81 Companies |
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The Accredited Investors Wealth Management® annual revenue was $7 million in 2024.
Ross Levin is the Founder and Shareholder of Accredited Investors Wealth Management®.
67 people are employed at Accredited Investors Wealth Management®.
Accredited Investors Wealth Management® is based in Edina, Minnesota.
The NAICS codes for Accredited Investors Wealth Management® are [52, 52399, 523, 5239, 8139, 813, 81].
The SIC codes for Accredited Investors Wealth Management® are [628, 62].