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| Accel Wealth Management LLC
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|
|
|---|---|
| CRD # | 286201 |
| SEC # | 801-108814 |
| CIK # | 0001838226 |
| AUM | $947.3 MM (2024-03-29) |
| Employees | 20 (50% Investors, 25% Brokers) |
| Phone | 319-596-1101 |
| Address | 301 Oak Ridge Circle Waverly, IA 50677 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 6.3 | |
| AAPL | 2,382,844.0 | 6.2 | |
| NVDA | 399,550.0 | 4.5 | |
| PTY | 1,428.1 | 4.5 | |
| USB | 69,666.4 | 4.4 | |
| MSFT | 1,918,222.4 | 4.2 | |
| GLD | 3.6 | ||
| GOOGL | 1,475,138.5 | 3.6 | |
| OXY | 57,834.1 | 3.2 | |
| DE | 94,490.3 | 2.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 985 | 242.2 |
| (b) Individuals (high net worth individuals) | 108 | 205.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 66 | 481.9 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 9.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,140 | 947.3 |
| By Discretionary | ||
| Discretionary | 2,140 | 947.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,140 | 947.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 947.3 | |
| Total | 2,140 | 947.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001838226] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Navellier & Associates Inc
✚
|
NV | 1.0 |
|
Pinnacle Investments LLC
✚
|
NY | 1.0 |
|
Pronvest Inc
✚
|
TN | 1.0 |
|
O'Brien Wealth Partners LLC
✚
|
MA | 1.0 |
|
Activest Wealth Management LLC
✚
|
FL | 1.0 |
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1.0 |
|
Live Oak Private Wealth LLC
✚
|
NC | 1.0 |
|
Midwest Capital Advisors LLC
✚
|
MI | 0.9 |
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 0.9 |
|
FORM Wealth Advisors LLC
✚
|
WI | 0.9 |