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Family Office - Multi • Minneapolis, United States

Accredited Investors

Accredited Investors is a family office - multi based in Minneapolis, United States, founded in 1987. Verified contact details, AUM data, and investment preferences on FindLPs.

$3.3B
Assets Under Mgmt
1987
Year Founded
Family Office - Multi
Investor Type
Minneapolis, United States
Headquarters
About

Accredited Investors

Accredited Investors has over 35 years of experience providing expert services, such as wealth management in Minnesota, to clients. \ \ Accredited Investors Wealth Management provides an inval«le service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients' lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. \ \ Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective \"we over me\" team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. \ \ Founded in 1987, Accredited Investors Wealth Management manages approximately $3.3 billion of investment assets as of 12/31/2023.

Investment Focus

What Accredited Investors Invests In

Investment types: Debt Financing, Direct Investing, Investment Funds

Sectors & themes: Finance, Traditional Investments (Liquid Assets), Equity/Mutual Funds, Equity Securities, High-Level Sectors, Values-Based Investing, ESG & Sustainability, Financial Services, Debt Management, Fixed Income/Debt Securities, Impact Investing, Investment Management, Socially Responsible Investments (SRI)

Preferred geographies: United States

Location: 5200 W 73Rd St 55439

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.