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 organized as an LLC and SEC-registered since 2017. The firm identifies as a capital allocator serving both individual/family and institutional clients. Its billing mixes percentage-of-AUM with hourly and fixed-fee arrangements, and the business maintains broker-dealer and insurance-broker activities alongside its advisory practice. The advisory scope includes comprehensive financial planning and portfolio management for individuals, small businesses and institutions, plus services such as pension consulting, manager selection, publications and client education. Accel does not report itself as an active ESG investor and is not registered as a multi-state adviser.