# Accel Wealth Management

> 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.

- CRD: 286201
- Filed as: ACCEL WEALTH MANAGEMENT
- Legal name: Accel Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waverly, IA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286201
- AdvisorCensus page: https://advisorcensus.com/firm/accel-wealth-management-waverly-ia-286201

## Quick answers

**How is Accel Wealth Management compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Accel Wealth Management located?**
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).

**Is Accel Wealth Management registered with the SEC or a state?**
Accel Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286201.

**How much does Accel Wealth Management manage?**
Accel Wealth Management reports $1,147,752,700 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (93% discretionary).

**How have Accel Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Accel Wealth Management serve?**
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).

**Which custodians does Accel Wealth Management use?**
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.

**Does Accel Wealth Management report any disciplinary disclosures?**
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

**What changed in Accel Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Added an office in Cedar Falls, IA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Principal Securities, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,147,752,700
- Discretionary: $1,071,495,911
- Non-discretionary: $76,256,789

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,124 | $309,289,832 |
| High net worth individuals | 166 | $346,774,054 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 80 | $471,614,425 |
| Charitable organizations | Fewer than 5 | $1,684,252 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $10,381,772 |
| Corporations or other businesses not listed above | 11 | $6,150,979 |
| Other | Fewer than 5 | $1,857,386 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IA, KS, MN, MO, TX, WI
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286201

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Cedar Falls, IA
- Cedar Rapids, IA
- West des Moines, IA

### Websites listed on Form ADV (Item 1.I)
- acceladvantage.com
- accelwealthmanagement.com
- Facebook @AccelWealthManagement
- Instagram @accelwealthmanagement
- LinkedIn @accel-wealth-management
- YouTube @AccelWealthManagementSpanish
- YouTube @accelwealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $615,060,673 | 18 | August 12, 2021 |
| October 2022 | $810,327,872 | 19 | September 27, 2022 |
| October 2023 | $823,284,779 | 21 | September 5, 2023 |
| October 2024 | $947,333,820 | 20 | March 29, 2024 |
| October 2025 | $973,955,257 | 20 | April 30, 2025 |
| October 2026 | $1,147,752,700 | 19 | August 4, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in Cedar Falls, IA.

### March 2026
- 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.

### January 2026
- No longer registered or notice-filed in IL, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accel Wealth Management (CRD 286201): Form ADV filing data as of October 2026.