Jacob Wolkowitz
Accredited Investors Wealth Management · Edina, Minnesota
Jacob Wolkowitz is a fee-only financial advisor at Accredited Investors Wealth Management in Edina, Minnesota, who holds the CFA credential. Accredited Investors Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Accredited Investors Wealth Management |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.41B across 5,077 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 4421117 |
| Firm size | 53 employees |
| Disclosures | None reported |
| Website | www.accredited.com |
How Jacob's firm compares
- Accredited Investors Wealth Management's average account is about $869,000, from its Form ADV (assets managed divided by 5,077 accounts).
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Questions about Jacob
Is Jacob Wolkowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Accredited Investors Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Accredited Investors Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Wolkowitz based?
Jacob Wolkowitz is based in Edina, Minnesota.
What credentials does Jacob Wolkowitz hold?
Jacob Wolkowitz holds the CFA credential.
Is Jacob Wolkowitz registered with the SEC?
Yes. Jacob Wolkowitz is registered as an investment adviser representative in MN and TX (CRD 4421117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Accredited Investors Wealth Management manage?
Accredited Investors Wealth Management reports $4.41B across 5,077 accounts in assets under management.
How do I contact Jacob Wolkowitz?
Through Jacob's website, www.accredited.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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