Accredited Investors Wealth Management

Employees 48 | Firm Type RIA | CEO and founder Ross Levin | Location Edina, Minnesota | Primary Custodian Schwab Advisor Services |

Accredited Investors Wealth Management is focused on the health and wellness of its employees and seeks to make sure its employees are relaxed by offering on-site private meditation rooms. The company shows its appreciation for employees by issuing Thank You Awards, which employees present to colleagues they feel have been helpful. Accredited Investors also offers gym benefits, a treadmill desk, standing desks and ergonomic hardware, and provides fresh fruit and veggie delivery. 

In response to the pandemic, the firm started hosting socially distanced gatherings in its office parking lot, including a food truck event and a fire pit and s’mores event. It’s also now using Zoom for social and work meetings.