DBA: ACCREDITED INVESTORS WEALTH MANAGEMENT
| Total AUM | $4.41B |
| Discretionary | $4.03B91% of AUM |
| Non-Discretionary | $386.3M |
| Client Accounts | 5,077 |
| Avg Account Size | $869K |
| Employees | 53 |
| Peak AUM | $4.41BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.4B | +18.8% | +14.3% | +10.5% | |
| Discretionary AUM | |||||
| Total AUM | $4.41B |
| Discretionary | $4.03B |
| Employees | 53 |
| Client Accounts | 5077 |
| Client Range | More than 500 |
Address
5200 WEST 73RD STREET
EDINA MN 55439-2204
Phone
952-841-2222
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.0B
91.2% of AUM
Non-Discretionary
$386M
8.8% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
No related registrations reported
| +13.3% /yrover 25 yrs · 54 filings |
Total AUM
$4.4B
| $4.0B |
| +18.3% |
| +13.3% |
| +9.6% |
| Non-Disc. AUM | $386M | +23.7% | +27.9% | +24.3% |
| Total Accounts | 5k | +4.7% | +4.8% | +4.3% |
| Avg Account Size | $869,191.695 | +13.4% | +9.0% | +5.9% |
| Employees | 53 | 1.9% | 0.6% | +3.8% |
| AUM / Employee | $83M | +21.0% | +15.0% | +6.5% |
Client AUM Segments | |||||
| Wealth AUM | $4.4B | +18.5% | +14.3% | +10.5% | |
| Institutional AUM | $24M | +129.6% | +10.9% | +12.7% | |
Client Count Segments | |||||
| HNW Clients | 233 | 2.1% | +42.2% | +24.8% | |
| Institutional | 5 | — | — | — | — |
| Individuals | 709 | +7.1% | +11.7% | +8.7% | |