{
  "crd_number": 286201,
  "slug": "accel-wealth-management-waverly-ia-286201",
  "primary_business_name": "ACCEL WEALTH MANAGEMENT",
  "legal_name": "ACCEL WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Waverly",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "47940",
  "metro": {
    "cbsa_code": "47940",
    "common_name": "Waterloo",
    "msa_name": "Waterloo-Cedar Falls, IA",
    "path": "/advisors/ia/waterloo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-01-03",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 1147752700.0,
  "raum_discretionary": 1071495911.0,
  "raum_non_discretionary": 76256789.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1857386.0,
      "count": null,
      "description": "DONOR ADVISED FUND & NON-INCORPORATED ASSOCIATION",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 1684252.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 309289832.0,
      "count": 1124
    },
    "state_municipal": {
      "raum": 10381772.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 471614425.0,
      "count": 80
    },
    "high_net_worth_individuals": {
      "raum": 346774054.0,
      "count": 166
    },
    "corporations_other_businesses": {
      "raum": 6150979.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "FL",
    "IA",
    "KS",
    "MN",
    "MO",
    "TX",
    "WI"
  ],
  "websites": [
    "https://acceladvantage.com",
    "https://accelwealthmanagement.com",
    "https://facebook.com/AccelWealthManagement",
    "https://instagram.com/accelwealthmanagement",
    "https://linkedin.com/company/accel-wealth-management",
    "https://youtube.com/@AccelWealthManagementSpanish",
    "https://youtube.com/@accelwealthmanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286201",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WAVERLY",
  "url": "https://advisorcensus.com/firm/accel-wealth-management-waverly-ia-286201",
  "display_name": "Accel Wealth Management",
  "summary": "Accel Wealth Management is an SEC-registered investment advisory firm in Waverly, IA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.",
  "citation": "AdvisorCensus. Accel Wealth Management (CRD 286201): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Accel Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Accel Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Accel Wealth Management located?",
      "a": "Accel Wealth Management's principal office is in Waverly, IA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Accel Wealth Management registered with the SEC or a state?",
      "a": "Accel Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286201."
    },
    {
      "q": "How much does Accel Wealth Management manage?",
      "a": "Accel Wealth Management reports $1,147,752,700 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (93% discretionary)."
    },
    {
      "q": "How have Accel Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Accel Wealth Management: Regulatory assets under management: $615,060,673 in the October 2021 data and $1,147,752,700 in the October 2026 data, up 87%. Total employees: 18 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Accel Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,124); high net worth individuals (166); pension and profit sharing plans (but not the plan participants or government pension plans) (80)."
    },
    {
      "q": "Which custodians does Accel Wealth Management use?",
      "a": "Accel Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Accel Wealth Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286201"
    },
    {
      "q": "What changed in Accel Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added an office in Cedar Falls, IA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 615060673.0,
      "total_employees": 18,
      "filing_date": "2021-08-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 810327872.0,
      "total_employees": 19,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 823284779.0,
      "total_employees": 21,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 947333820.0,
      "total_employees": 20,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 973955257.0,
      "total_employees": 20,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1147752700.0,
      "total_employees": 19,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added an office in Cedar Falls, IA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $973,955,257 to $1,147,752,700 (+18%).",
        "Changed its office addresses in West des Moines, IA.",
        "Registered or notice-filed in KS."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IL, MI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Principal Securities, Inc.",
      "name_as_filed": "PRINCIPAL SECURITIES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/accel-wealth-management-waverly-ia-286201.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1124,
      "fewer_than_5": false,
      "raum": 309289832.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 166,
      "fewer_than_5": false,
      "raum": 346774054.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 80,
      "fewer_than_5": false,
      "raum": 471614425.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1684252.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 10381772.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 6150979.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 1857386.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286201",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}