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Accredited Investors Wealth Management Overview
Type
Multi Family Office
General Information
Accredited Investors Wealth Management is a multi-family office headquartered in Edina. Founded in 1987 out of founder Ross Levin’s fee-only advisory practice, it serves nearly 600 client families and oversees approximately $3.7 billion in assets. The employee-owned firm combines investment management with estate, tax, insurance, and philanthropic planning, applying an integrated approach to preserve and grow multigenerational wealth—delivers holistic wealth stewardship.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Edina, MN, United States
Portfolio & Notable Allocations
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