← Tributary

ACCREDITED INVESTORS WEALTH MANAGEMENT

EDINA, MN · CRD 105439 · IAPD ↗ · accredited.com · 952-841-2222

$4.41BRegulatory AUM
4Advisory reps
53Employees
0Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — ACCREDITED INVESTORS WEALTH MANAGEMENT notice-filed in GA, IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — ACCREDITED INVESTORS WEALTH MANAGEMENT notice-filed in MI, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — ACCREDITED INVESTORS WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.