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ACCEL WEALTH MANAGEMENT
WAVERLY, IA
319-596-1101
SEC #801-108814Total AUM
$1.1B
Employees
19Clients
1,384Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
301 OAK RIDGE CIRCLE
WAVERLY
IA 50677
United States
WAVERLY
IA 50677
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
319-596-1101
Other Offices
3
Financials
Total AUM
$1.1B
Accounts
2,819Discretionary
$1.1B
Accounts
2,799Non-Discretionary
$76.3M
Accounts
20
Clients
Individual Clients
1,124AUM
$309.3M
HNW Individual Clients
166AUM
$346.8M
Pension/Profit Sharing Plan Clients
80AUM
$471.6M
Charitable Organization Clients
1AUM
$1.7M
Government Entity Clients
1AUM
$10.4M
Corporation or Business Clients
11AUM
$6.2M
Other Clients
1AUM
$1.9M
Description of Other Clients
DONOR ADVISED FUND & NON-INCORPORATED ASSOCIATION
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZFLIAKSMNMOTXWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.