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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Accel Wealth Management LLC
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| CRD # | 286201 |
| SEC # | 801-108814 |
| CIK # | 0001838226 |
| AUM | $974.0 M (2025-04-30) |
| Employees | 20 (50% Investors, 25% Brokers) |
| Phone | 319-596-1101 |
| Address | 301 Oak Ridge Circle Waverly, IA 50677 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.3 | ||
| Apple Inc | 6.1 | ||
| PIMCO Corporate & Income Opportunity Fund | 6.0 | ||
| Nvidia Corp | 5.4 | ||
| Microsoft Corp | 4.8 | ||
| Deere & Co | 3.7 | ||
| Kinder Morgan Inc | 2.8 | ||
| Alphabet Inc | 2.8 | ||
| SPDR Gold Trust | 2.7 | ||
| Eaton Vance Tax Advantaged Dividend Income Fund | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,095 | 288.0 |
| (b) Individuals (high net worth individuals) | 123 | 251.3 |
| (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 | 74 | 417.4 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 10.0 |
| (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 | 4.6 |
| (n) Other | 0 | 1.3 |
| Total | 2,570 | 974.0 |
| By Discretionary | ||
| Discretionary | 2,561 | 962.4 |
| Non-Discretionary | 9 | 11.6 |
| Total | 2,570 | 974.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 974.0 | |
| Total | 2,570 | 974.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001838226] |
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|---|---|---|
|
Reagan Companies Asset Management Inc
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|
NY | 1.0 |
|
Hendershot Investments Inc
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1.0 | |
|
Kaiser Partner Financial Advisors Ltd
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1.0 | |
|
Crewcial Partners LLC
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NY | 1.0 |
|
Fountainhead AM LLC
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NJ | 1.0 |
|
Ram Investment Partners LLC
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|
WA | 1.0 |
|
Great Lakes Retirement Inc
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|
OH | 1.0 |
|
Lucid Advisors Inc
✚
|
WA | 1.0 |
|
First Affirmative Financial Network LLC
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|
CO | 1.0 |
|
Financial Advisors Network Inc
✚
|
CA | 1.0 |