Company Email Format Management

Accredited Investors Wealth Management®

Financial Services Edina, Missouri, United States 62 employees

Employees: 62
Contacts: 3
Emails: 3
Phones: 2

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Accredited Investors Wealth Management® Overview

Headquarters: Edina, Missouri, United States
Phone Number: Available in AeroLeads
Website: accredited.com
Industry: Financial Services
Employees: 62
Founded: 1987
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Edina

About Accredited Investors Wealth Management®

Accredited Investors Wealth Management® offers tailored financial planning services most applicable to those with investment portfolios greater than $3 million. We serve clients in the Twin Cities and beyond, emphasizing collaborative relationships and personalized strategies. Our team is comprised of seasoned professionals from diverse backgrounds, including accounting, law, investment research, banking, insurance, and philanthropy. Through our acclaimed Wealth Management Index™, we facilitate meaningful discussions incorporating wealth and personal values, empowering clients to make informed decisions. Established in 1987, Accredited manages approximately $3.7 billion in investment assets for over 600 client families as of 12/31/2024. Spend Your Life Wisely™. For important information and disclosures, visit accredited.com/disclosures.

Accredited Investors Wealth Management® Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

Accredited Investors Wealth Management® Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ross Levin	Founder & Shareholder at Accredited	Minneapolis, Minnesota, United States	Email Phone
Sean P. Smith, Cfa	Investment Manager & Shareholder	Minneapolis, Minnesota, United States	Email Phone
Jack Chang 張晉熙	Founder and Executive Director	Palo Alto, California, United States	Email