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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 20 | 19 | decreased by1 |
| Mar 1, 2026 | Clients | 1,302 | 1,381 | increased by79 |
| Mar 1, 2026 | AUM | $973,955,257 | $1,147,752,700 | increased by$173,797,443 |
| Mar 1, 2026 | Accounts | 2,570 | 2,819 | increased by249 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 20 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,127 | 1,302 | increased by175 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $810,327,872 | $973,955,257 | increased by$163,627,385 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,561 | 2,570 | increased by1,009 |
| Feb 1, 2022 | Employees | 18 | 19 | increased by1 |
| Feb 1, 2022 | Clients | 949 | 1,127 | increased by178 |
| Feb 1, 2022 | AUM | $615,060,673 | $810,327,872 | increased by$195,267,199 |
| Feb 1, 2022 | Accounts | 1,325 | 1,561 | increased by236 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCEL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCEL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.