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 registered investment adviser formed in 2017 that serves individuals, families and institutional clients. The firm functions as a capital allocator and offers financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting, manager selection, publications and educational workshops. It also operates as a registered representative of a broker-dealer and as an insurance broker, giving it distribution and insurance-product capabilities alongside its advisory practice. Fee arrangements include percentage-of-AUM billing plus options for hourly and fixed-fee engagements. The firm is not an active ESG investor and is organized as a limited liability company with domestic and individual ownership.