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ACCEL WEALTH MANAGEMENT
ACCEL WEALTH MANAGEMENT LLC
CRD 286201 · SEC 801-108814
301 OAK RIDGE CIRCLE, WAVERLY, IA, 50677, United States
Phone
319-596-1101
Fax
319-352-2075
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$1.07B
Team
19 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1124 | $309.3M |
| High net worth individuals | 166 | $346.8M |
| Pension/profit sharing plans | 80 | $471.6M |
| Corporations/business entities | 11 | $6.2M |
States served
AZ, IA, KS, MN, WI, MO, TX, FL
All web addresses on file
- HTTPS://WWW.ACCELADVANTAGE.COM
- https://www.facebook.com/AccelWealthManagement/
- https://www.linkedin.com/company/accel-wealth-management/
- https://www.youtube.com/@accelwealthmanagement
- https://www.youtube.com/@AccelWealthManagementSpanish
- https://www.instagram.com/accelwealthmanagement/
- https://www.accelwealthmanagement.com
Official SEC filing: View on IAPD