Accredited Investors Wealth Management® Email Formats
Financial Services • 
Edina, Minnesota, United States • 51-100 Employees
Accredited Investors Wealth Management® Email Formats
Accredited Investors Wealth Management® uses 3 email formats. The most common is {first initial} (e.g., j@accredited.com), used 36.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@accredited.com | 36.7% |
{first initial}.{last name} | j.doe@accredited.com | 34.7% |
{first name}.{last name} | john.doe@accredited.com | 28.6% |
Key Contacts at Accredited Investors Wealth Management®
Ross Levin
Founder & Shareholder
Wil Heupel
Founder & Shareholder
Jessica Jones
Director Of Operations, Shareholder
Company overview
| Headquarters | 5200 West 73rd Street, Edina, MN 55439, US |
| Phone number | +19528412222 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1987 |
| Employees | 51-100 |
| Socials |
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Accredited Investors Wealth Management® has 36 employees across 6 departments.
Departments
Number of employees
Funding Data
Accredited Investors Wealth Management® has never raised funding before.
Accredited Investors Wealth Management® Tech Stack
Discover the technologies and tools that power Accredited Investors Wealth Management®'s digital infrastructure, from frameworks to analytics platforms.
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Portugal
Netherlands
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Frequently asked questions
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