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ACCEL WEALTH MANAGEMENT
Legal name: ACCEL WEALTH MANAGEMENT LLC
CRD 286201File 801-108814
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.15B
Above cohort median (national)
Discretionary AUM
$1.07B
Non-discretionary $76.3M
Clients
1,381
2,819 accounts
Employees
19
Top 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2017
- Principal office
- 301 OAK RIDGE CIRCLE, WAVERLY, IA, 50677
- Phone
- 319-596-1101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.15B
- Discretionary AUM
- $1.07B
- Non-discretionary AUM
- $76.3M
- Discretionary accounts
- 2,799
- Non-discretionary accounts
- 20
- Total accounts
- 2,819
- AUM per client
- $831K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $6.2M |
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 166 | $346.8M |
| Pension and profit sharing plans | 80 | $471.6M |
| State or municipal government entities | Fewer than 5 | $10.4M |
| Individuals (other than high net worth individuals) | 1,124 | $309.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.