ACCEL WEALTH MANAGEMENT

RIASEC RegisteredEst. 2017

Total AUM

$1.1B

Discretionary

$1.1B

93% of AUM

Avg account

$407K

Accounts

2,819

Employees

Advisory reps

Firm details

Headquarters: WAVERLY, Iowa
CRD number: 286201
Registered since: January 3, 2017
Website: www.accelwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans41.09%
HNWI30.21%
Individuals26.95%
State / Municipal Government0.9%
Corporations / Businesses0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Accel Wealth Management is an independent RIA that functions as both a wealth manager and a capital allocator for individual, family and institutional clients. SEC-registered in 2017, the firm blends a core public-funds approach with select use of third-party managers and bespoke planning services. Investment activity is centered on public mutual funds and ETFs as the primary building blocks of client portfolios, supplemented by targeted allocations to private placements and real estate through external alternative managers. The firm also distributes annuity products and operates as a registered representative of a broker-dealer and an insurance broker, which supports its use of insurance solutions alongside traditional portfolio mandates. Service and advisory capabilities include financial planning, portfolio management for individuals and small businesses as well as institutions, pension consulting, and the selection of other advisers. The firm publishes periodic materials and runs educational seminars, reflecting an emphasis on client education and coordinated advice. Accel Wealth Management is not an active ESG investor and is structured as a domestic entity/individual-owned LLC.