# Accredited Investors Wealth Management

Accredited Investors Wealth Management is a Multi Family Office based in Edina, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Edina, United States
- **Region:** North America
- **Address:** 5200 West 73rd Street, Edina, MN 55439
- **Founded:** 1987
- **Assets under management:** 3715 (Altss estimate)
- **Website:** accredited.com
- **LinkedIn:** https://www.linkedin.com/company/accredited-investors-inc

## Regulatory record

- **CRD number:** 105439
- **SEC file number:** 801-33659
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105439

## About

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.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds
- ClimateTech
- Philanthropic / Mission-Related Investing

## People

- Ross Levin — Founder and CEO
- Wil Heupel — Co-founder and Principal
- Becky Krieger — Managing Partner
- Brian Martin — Managing Partner
- Jacob Wolkowitz — Chief Investment Officer

## 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.

### 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.

### 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.

## Related profiles

- [H-E-B](https://altss.com/profile/h-e-b)
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Last updated: 2026-07-06T00:30:31.124Z

Canonical page: https://altss.com/profile/accredited-investors-wealth-management

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