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Accredited Investors Wealth Management
Ross Levin's independent family office in Edina, MN, customizes wealth management for multi-generational families as a fee-only fiduciary for over 35...
Accredited Investors Wealth Management
Ross Levin started the firm more than three decades ago, growing it from a solo practice into a nearly 60-person team. Its founding principals include Levin as CEO, Wil Heupel as Co-President, and Sean Smith as investment manager — all shareholders in the independent, employee-owned operation. The firm operates as a fee-only fiduciary, meaning it does not accept commissions or third-party compensation. Investment strategy relies on long-term, fundamental, valuation-based research with portfolios customized to each family's growth, risk, and liquidity needs. The team also handles tax management, philanthropy planning, and generational wealth transfer — bundling estate law, charitable giving, and family governance into one advisory service. The office occupies a commercial building at 5200 West 73rd Street in Edina, Minnesota. Ross Levin holds memberships in NAPFA and served as Chairman of the Financial Planning Association. The firm maintains no disclosed historical AUM figure or track record of fund-style performance. The firm's structural differentiator is its independent fiduciary posture: it does not sell products or take commissions, and it is owned by its principals rather than a bank or broker-dealer. That ownership structure insulates client advice from corporate sales targets, a governance model rare among legacy wealth managers.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Edina
Corporate office
5200 West 73rd Street, Edina, MN 55439, United States
Principals
Ross Levin
CEO and Founding Principal
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoFrequently asked questions
Who runs investment decisions at Accredited Investors Wealth Management?
CEO and Founding Principal Ross Levin leads the firm, supported by Co-President Wil Heupel and Investment Manager Sean Smith. The investment team operates as shareholders in the firm, giving them alignment with client outcomes (per firm website).
How does Accredited Investors source proprietary deal flow?
The firm does not publicly describe proprietary deal sourcing. Its investment portfolio relies on long-term, fundamental, valuation-based research rather than venture-style deal flow (per firm website).
Is Accredited Investors structured as a single family office or does it operate more like a wealth advisory firm?
The firm describes itself as a fee-only, independent wealth management firm serving multiple families. It retains family-office-like services — estate planning, generational wealth transfer, tax management — without committing capital from a single underlying fortune (per firm website).
Does Accredited Investors participate in fund commitments or only direct deals?
The firm does not publicly disclose its investment vehicle structure. Its website highlights custom portfolio management using diversified allocations, which suggests it may use both funds and direct holdings — but no specific commitments or deals are named (per firm website).
What investment stages does Accredited Investors typically target?
The firm does not disclose a stage preference. Its stated philosophy emphasizes long-term, valuation-based research and customized portfolios, consistent with a multi-asset approach rather than a venture or growth-equity focus (per firm website).
Which sectors does Accredited Investors explicitly avoid?
The firm does not publish a list of excluded sectors. Its investment approach is value-oriented and client-specific, not sector-constrained (per firm website).
Where does the underlying wealth come from?
The firm does not disclose wealth origin for its client families. It operates as a multi-client advisory office, not a single-family office with a known source of wealth (per firm website).
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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