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| Accel Wealth Management LLC
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|---|---|
| CRD # | 286201 |
| SEC # | 801-108814 |
| CIK # | 0001838226 |
| AUM | 1,147.8 M (2026-03-02) |
| Employees | 19 (53% Investors, 26% 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) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Amazon Com Inc | 7.6 | ||
| Intel Corp | 6.7 | ||
| Nvidia Corp | 6.6 | ||
| Alphabet Inc | 5.5 | ||
| PIMCO Corporate & Income Opportunity Fund | 5.4 | ||
| Deere & Co | 4.5 | ||
| Micron Technology Inc | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,124 | 309.3 |
| (b) Individuals (high net worth individuals) | 166 | 346.8 |
| (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 | 80 | 471.6 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 10.4 |
| (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 | 11 | 6.2 |
| (n) Other | 0 | 1.9 |
| Total | 2,819 | 1,147.8 |
| By Discretionary | ||
| Discretionary | 2,799 | 1,071.5 |
| Non-Discretionary | 20 | 76.3 |
| Total | 2,819 | 1,147.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,147.8 | |
| Total | 2,819 | 1,147.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001838226] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 1,143.2 M |
|
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RI | 1,137.1 M |
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Oak Harvest Investment Services LLC
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TX | 1,136.8 M |
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Ellevest Inc
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NY | 1,131.2 M |