DFX Intelligence
Data Factory
Reading the graph
Reading the graph
ACCREDITED INVESTORS INC, CRD 105439
EDINA, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JACOB WOLKOWITZ | Chartered Financial Analyst | EDINA, MN | 14 | 15 | n/a | no |
| ROSS LEVIN | Certified Financial Planner | EDINA, MN | 12 | 44 | 1 | no |
| SEAN PATRICK SMITH | Chartered Financial Analyst | EDINA, MN | 12 | 23 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HEUPEL, WILLIS, THEO | SHAREHOLDER/DIRECTOR | A | yes | 10/1988 | Aug 6, 2026 | Aug 6, 2026 |
| JONES, JESSICA, AMELIA | CHIEF OPERATING OFFICER/SHAREHOLDER | Na | yes | 07/2026 | Aug 6, 2026 | Aug 6, 2026 |
| Krieger, Rebecca, Mary | MANAGING PARTNER/OFFICER/SHAREHOLDER/DIRECTOR | B | yes | 02/2017 | Aug 6, 2026 | Aug 6, 2026 |
| LEVIN, ROSS | SHAREHOLDER/DIRECTOR | A | yes | 03/1986 | Aug 6, 2026 | Aug 6, 2026 |
| Martin, Brian, Gregory | MANAGING PARTNER/OFFICER/SHAREHOLDER/DIRECTOR | B | yes | 02/2017 | Aug 6, 2026 | Aug 6, 2026 |
| HECKMAN, JEREMY, JOEL | SHAREHOLDER/DIRECTOR | A | yes | 01/2021 | Mar 31, 2022 | Mar 13, 2024 |
| Holm, Jenna, Marie | CHIEF COMPLIANCE OFFICER/SHAREHOLDER | Na | yes | 02/2017 | Mar 7, 2017 | Mar 13, 2024 |
| WOLKOWITZ, JACOB | CHIEF INVESTMENT OFFICER/SHAREHOLDER | A | yes | 02/2017 | Mar 7, 2017 | Mar 13, 2024 |
| GILBERTSON, STEVEN, SCOTT | Shareholder | A | no | 01/2021 | Aug 6, 2026 | Aug 6, 2026 |
| JONES, BRANDON, RICHARD | Shareholder | A | no | 01/2021 | Aug 6, 2026 | Aug 6, 2026 |
| SMITH, SEAN, PATRICK | Shareholder | A | no | 01/2023 | Aug 6, 2026 | Aug 6, 2026 |
| WIL HEUPEL 2024 GRANTOR | Shareholder | A | no | 03/2025 | Aug 6, 2026 | Aug 6, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $4.4B | $4.0B | 53 | 4 | 0 | n/a | n/a |
| 2024 | Apr 21, 2025 | $3.7B | $3.4B | 54 | 4 | 0 | n/a | n/a |
| 2023 | Mar 13, 2024 | $3.4B | $3.1B | 52 | 4 | 0 | n/a | n/a |
| 2022 | Mar 3, 2023 | $3.0B | $2.8B | 54 | 4 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $3.4B | $3.2B | 49 | 4 | 0 | n/a | n/a |
| 2020 | Mar 15, 2021 | $2.7B | $2.5B | 44 | 4 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $2.3B | $2.2B | 46 | 4 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $1.9B | $1.8B | 42 | 4 | 0 | n/a | n/a |
| 2017 | Mar 27, 2018 | $1.9B | $1.9B | 42 | 4 | 0 | n/a | n/a |
| 2016 | Mar 7, 2017 | $1.6B | $1.5B | 33 | 4 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $1.4B | $1.4B | 34 | 4 | n/a | n/a | n/a |
| 2014 | Feb 27, 2015 | $1.4B | $1.4B | 31 | 4 | n/a | n/a | n/a |
| 2013 | Mar 5, 2014 | $1.4B | $1.3B | 37 | 3 | n/a | n/a | n/a |
| 2012 | Mar 22, 2013 | $1.1B | $1.1B | 33 | 3 | n/a | n/a | n/a |
| 2011 | Jan 11, 2012 | $914M | $870M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 33.3% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.4B | $3.7B | 18.8% | $3.0B | 14.3% | 53 | 54 | 0 | 0 |