Wealth Manager
    SEC Registered
    Manages Private Funds

    Accel Wealth Management

    Registered investment advisor · Waverly, Iowa · CRD #286201

    Assets Under Management
    $1.1B
    Client Accounts
    2,819
    Employees
    19
    CRD Number
    286201
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Accel Wealth Management

    Accel Wealth Management is a financial advisory firm based in Iowa, offering personalized investment strategies and financial planning services. It has 51-200 employees and does not provide tax or legal advice. Clients receive tailored strategies and ongoing support.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Accel Wealth Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Accel Wealth Management's AUM?

    Accel Wealth Management reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Accel Wealth Management headquartered?

    Accel Wealth Management is headquartered in Waverly, Iowa.

    What is Accel Wealth Management's CRD number?

    Accel Wealth Management's CRD number is 286201. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Accel Wealth Management manage?

    Accel Wealth Management manages approximately 2,819 client accounts according to its latest SEC filing.

    Is Accel Wealth Management SEC registered?

    Yes, Accel Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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