Accel Wealth Management

RIASEC Registered

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 organized as an LLC that acts as a capital allocator for both individuals/families and institutional clients. The firm is registered with the SEC (registration year 2017). It combines investment management with financial planning and a range of advisory services, including portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and investor education through publications and workshops. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, and offers fee arrangements that include a percentage of AUM, hourly charges, and fixed fees. Accel is not positioned as an ESG-focused investor.