# ACCREDITED INVESTORS WEALTH MANAGEMENT

ACCREDITED INVESTORS WEALTH MANAGEMENT of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 105439
- Type: SEC-registered investment adviser
- SEC file number: 801-33659
- Location: 5200 WEST 73RD STREET, EDINA, MN, 55439-2204
- Phone: 952-841-2222
- Latest filing: 2026-08-06
- Regulatory AUM: $4.4B
- Discretionary AUM: $4.0B
- Non-discretionary AUM: $386.3M
- Clients: 53
- Accounts: 5,077

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Ross Levin | OFFICER/SHAREHOLDER/DIRECTOR; TRUSTEE | Skokie, IL |
| Willis Theo Heupel | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR; TRUSTEE | — |
| Jacob Wolkowitz | CHIEF INVESTMENT OFFICER/SHAREHOLDER | — |
| Rebecca Mary Krieger | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| Brian Gregory Martin | MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| Jenna Marie Holm | CHIEF COMPLIANCE OFFICER/SHAREHOLDER/DIRECTOR | — |
| Steven Scott Gilbertson | SHAREHOLDER | — |
| Brandon Richard Jones | SHAREHOLDER | — |
| Sean Patrick Smith | SHAREHOLDER | — |
| Jeremy Joel Heckman | SHAREHOLDER | — |
| SMITH BRIEN PATRICK | SHAREHOLDER | — |
| HEUPEL WILLIS THEO | CHIEF FINANCIAL OFFICER/SHAREHOLDER/DIRECTOR; COO, DIRECTOR; MANAGING PARTNER, DIRECTOR (+2 more) | — |
| LEVIN ROSS | CHIEF EXECUTIVE OFFICER/SHAREHOLDER; CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR; OFFICER/SHAREHOLDER/DIRECTOR (+2 more) | — |
| LONGO KATHLEEN MARIE | PARTNER; PRINCIPAL; PRINCIPAL, DIRECTOR | — |
| JONES BRADFORD RICHARD | SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| SLOCUM HOLLY ANNE | PARTNER | — |
| ZEIDNER LEWIS | COO, DIRECTOR | — |
| MARTIN SCOTT GREGORY | MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER; MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER/DIRECTOR; MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| WOLKOWITZ JACOB | CHIEF INVESTMENT OFFICER/SHAREHOLDER; MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER | — |
| Krieger Rebecca Mary | MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER; MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER/DIRECTOR; MANAGING PARTNER AND OFFICER/SHAREHOLDER/DIRECTOR | — |
| Holm Jenna Marie | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | — |
| GILBERTSON STEVEN SCOTT | SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| HECKMAN JEREMY JOEL | SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105439/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105439/similar
- Related entities: https://search.stillhousedata.com/firm/105439/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105439

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.