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Accredited Investors Wealth Management
Ross Levin started the firm from his fee-only advisory practice. Wil Heupel joined as co-founder. The employee-owned structure has remained intact since...
Accredited Investors Wealth Management
Ross Levin started the firm from his fee-only advisory practice. Wil Heupel joined as co-founder. The employee-owned structure has remained intact since inception. The firm allocates across private equity, real estate, private credit, hedge funds, and public equities. It uses strategic and tactical asset allocation that incorporates illiquid private investments with extended horizons. Confirmed public positions include UPS, Amazon, Roblox, Apple, and Microsoft. Geographic focus centers on North America. The firm also maintains exposure to ClimateTech through mission-related mandates. Assets total $3.7 billion. The team operates from a single headquarters in Edina. Adjacent vehicles include three foundations: the Foundation for Financial Planning, University of Minnesota Foundation, and Wil Heupel Family Fund. Ross Levin served as Chair of the University of Minnesota Foundation board. No material operational events occurred in the last 24 months. The firm’s architecture ties investment decisions directly to in-house estate, tax, and philanthropic planning. This integration reduces external vendor layers and keeps governance inside the employee-owned entity.
General information
Firm type
Multi Family Office
Year founded
1987
Location
Region
North America
Country
United States
City
Edina
Corporate office
5200 West 73rd Street, Edina, MN 55439
Principals
Ross Levin
Founder and CEO
Wil Heupel
Co-founder and Principal
Becky Krieger
Managing Partner
Brian Martin
Managing Partner
Jacob Wolkowitz
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Accredited Investors Wealth Management?
Jacob Wolkowitz serves as Chief Investment Officer. Ross Levin and the managing partners Becky Krieger and Brian Martin sit on the executive committee that oversees allocation policy.
Does Accredited Investors Wealth Management participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to funds and also holds direct positions such as Compute North through the Wil Heupel 2016 Irrevocable Trust.
Where does the underlying wealth come from?
The firm was founded from Ross Levin’s fee-only advisory practice and now serves nearly 600 client families whose wealth originates across multiple industries.
What investment stages does Accredited Investors Wealth Management typically target?
The firm targets long-term holdings across public equities and private markets. It incorporates illiquid private investments with extended time horizons rather than short-term trading.
Does Accredited Investors Wealth Management maintain philanthropic structures, and how are they separated?
Yes. The firm supports three named foundations. Ross Levin has served on the board of the University of Minnesota Foundation and as a major donor to the Foundation for Financial Planning.
How does Accredited Investors Wealth Management source proprietary deal flow?
Deal flow arrives through long-standing relationships with custodians Charles Schwab, Fidelity, and BNY Mellon Pershing, plus memberships in the Financial Planning Association and Economic Club of Minnesota.
Is Accredited Investors Wealth Management structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The employee-owned entity serves multiple client families and maintains a fund-of-funds allocation style alongside direct holdings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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