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WEALTH ACCEL
WEALTH ACCEL LLC
CRD 330912
81 RHOADS CENTER DR. SUITE A, CENTERVILLE, OH, 45458, United States
Phone
(937) 949-5254
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$74.8M
Discretionary AUM
$74.8M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $17.8M |
| High net worth individuals | 30 | $56.9M |
All web addresses on file
Official SEC filing: View on IAPD