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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Accredited Investors Wealth Management

Multi family office in Edina, United States, founded 1987; focus on real estate and climate.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Edina, United States
FOUNDED
1987

Investment approach

SECTORS
Real Estate & PropTechClimate & Energy
ROUTES
Companies (own capital)

Overview

This multi family office is based in Edina, United States; it was founded in 1987. Listed sector interests include real estate and climate. It invests directly in companies; 5 people are named on its team.

People

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

Frequently asked questions

Accredited Investors Wealth Management is a multi family office based in Edina, the United States, founded in 1987.

Accredited Investors Wealth Management invests its own capital into companies.

Accredited Investors Wealth Management invests in Real Estate & PropTech and Climate & Energy.

Key people at Accredited Investors Wealth Management include Ross Levin (Founder and CEO), Wil Heupel (Co-founder and Principal), Becky Krieger (Managing Partner) and Brian Martin (Managing Partner).