ACCEL WEALTH MANAGEMENT LLC
Legal name: ACCEL WEALTH MANAGEMENT
CRD #286201 SEC #801-108814 WAVERLY, IA 319-596-1101
SEC Registered
Total AUM
$974M
Discretionary
$962.4M
Employees
20
Clients
--
Accounts
2,570
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $974M | $962.4M | $11.6M | 20 | 0 |
| Apr 2025 | $974M | $962.4M | $11.6M | 20 | 0 |
| Apr 2025 | $974M | $962.4M | $11.6M | 20 | 0 |
| Jan 2025 | $974M | $962.4M | $11.6M | 20 | 0 |
| Jan 2025 | $947.3M | $947.3M | $0 | 20 | 0 |
| Nov 2024 | $947.3M | $947.3M | $0 | 20 | 0 |
| Mar 2024 | $947.3M | $947.3M | $0 | 20 | 0 |
| Feb 2024 | $947.3M | $947.3M | $0 | 20 | 0 |
| Sep 2023 | $823.3M | $823.3M | $0 | 21 | 0 |
| Feb 2023 | $823.3M | $823.3M | $0 | 21 | 0 |
| Jan 2023 | $823.3M | $823.3M | $0 | 21 | 0 |
| Dec 2022 | $810.3M | $810.3M | $0 | 19 | 0 |
| Sep 2022 | $810.3M | $810.3M | $0 | 19 | 0 |
| Sep 2022 | $810.3M | $810.3M | $0 | 19 | 0 |
| May 2022 | $810.3M | $810.3M | $0 | 19 | 0 |
| Jan 2022 | $810.3M | $810.3M | $0 | 19 | 0 |
| Jan 2022 | $810.3M | $810.3M | $0 | 19 | 0 |
| Nov 2021 | $615.1M | $615.1M | $0 | 18 | 0 |
| Oct 2021 | $615.1M | $615.1M | $0 | 18 | 0 |
| Aug 2021 | $615.1M | $615.1M | $0 | 18 | 0 |
| Jun 2021 | $615.1M | $615.1M | $0 | 18 | 0 |
| Jun 2021 | $615.1M | $615.1M | $0 | 18 | 0 |
| Jan 2021 | $615.1M | $615.1M | $0 | 18 | 0 |
| Jul 2020 | $383.8M | $383.8M | $0 | 19 | 0 |
| Jun 2020 | $383.8M | $383.8M | $0 | 19 | 0 |
| Feb 2020 | $383.8M | $383.8M | $0 | 19 | 0 |
| Nov 2019 | $270.7M | $269M | $1.7M | 10 | 0 |
| Mar 2019 | $270.7M | $269M | $1.7M | 10 | 0 |
| Mar 2019 | $270.7M | $269M | $1.7M | 10 | 0 |
| Mar 2019 | $270.7M | $269M | $1.7M | 10 | 0 |
| Oct 2018 | $281.8M | $280M | $1.8M | 6 | 0 |
| Jun 2018 | $281.8M | $280M | $1.8M | 6 | 0 |
| Feb 2018 | $281.8M | $280M | $1.8M | 6 | 0 |
| Jul 2017 | $349.5M | $347.8M | $1.7M | 5 | 300 |
| Jun 2017 | $349.5M | $347.8M | $1.7M | 5 | 300 |
| Apr 2017 | $349.5M | $347.8M | $1.7M | 5 | 300 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$974M
Discretionary$962.4M
Non-Disc.$11.6M
Employees20
Clients0
DateApr 2025
Total AUM$974M
Discretionary$962.4M
Non-Disc.$11.6M
Employees20
Clients0
DateApr 2025
Total AUM$974M
Discretionary$962.4M
Non-Disc.$11.6M
Employees20
Clients0
DateJan 2025
Total AUM$974M
Discretionary$962.4M
Non-Disc.$11.6M
Employees20
Clients0
DateJan 2025
Total AUM$947.3M
Discretionary$947.3M
Non-Disc.$0
Employees20
Clients0
DateNov 2024
Total AUM$947.3M
Discretionary$947.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$947.3M
Discretionary$947.3M
Non-Disc.$0
Employees20
Clients0
DateFeb 2024
Total AUM$947.3M
Discretionary$947.3M
Non-Disc.$0
Employees20
Clients0
DateSep 2023
Total AUM$823.3M
Discretionary$823.3M
Non-Disc.$0
Employees21
Clients0
DateFeb 2023
Total AUM$823.3M
Discretionary$823.3M
Non-Disc.$0
Employees21
Clients0
DateJan 2023
Total AUM$823.3M
Discretionary$823.3M
Non-Disc.$0
Employees21
Clients0
DateDec 2022
Total AUM$810.3M
Discretionary$810.3M
Non-Disc.$0
Employees19
Clients0
DateSep 2022
Total AUM$810.3M
Discretionary$810.3M
Non-Disc.$0
Employees19
Clients0
DateSep 2022
Total AUM$810.3M
Discretionary$810.3M
Non-Disc.$0
Employees19
Clients0
DateMay 2022
Total AUM$810.3M
Discretionary$810.3M
Non-Disc.$0
Employees19
Clients0
DateJan 2022
Total AUM$810.3M
Discretionary$810.3M
Non-Disc.$0
Employees19
Clients0
DateJan 2022
Total AUM$810.3M
Discretionary$810.3M
Non-Disc.$0
Employees19
Clients0
DateNov 2021
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees18
Clients0
DateOct 2021
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees18
Clients0
DateAug 2021
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees18
Clients0
DateJun 2021
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees18
Clients0
DateJun 2021
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees18
Clients0
DateJan 2021
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees18
Clients0
DateJul 2020
Total AUM$383.8M
Discretionary$383.8M
Non-Disc.$0
Employees19
Clients0
DateJun 2020
Total AUM$383.8M
Discretionary$383.8M
Non-Disc.$0
Employees19
Clients0
DateFeb 2020
Total AUM$383.8M
Discretionary$383.8M
Non-Disc.$0
Employees19
Clients0
DateNov 2019
Total AUM$270.7M
Discretionary$269M
Non-Disc.$1.7M
Employees10
Clients0
DateMar 2019
Total AUM$270.7M
Discretionary$269M
Non-Disc.$1.7M
Employees10
Clients0
DateMar 2019
Total AUM$270.7M
Discretionary$269M
Non-Disc.$1.7M
Employees10
Clients0
DateMar 2019
Total AUM$270.7M
Discretionary$269M
Non-Disc.$1.7M
Employees10
Clients0
DateOct 2018
Total AUM$281.8M
Discretionary$280M
Non-Disc.$1.8M
Employees6
Clients0
DateJun 2018
Total AUM$281.8M
Discretionary$280M
Non-Disc.$1.8M
Employees6
Clients0
DateFeb 2018
Total AUM$281.8M
Discretionary$280M
Non-Disc.$1.8M
Employees6
Clients0
DateJul 2017
Total AUM$349.5M
Discretionary$347.8M
Non-Disc.$1.7M
Employees5
Clients300
DateJun 2017
Total AUM$349.5M
Discretionary$347.8M
Non-Disc.$1.7M
Employees5
Clients300
DateApr 2017
Total AUM$349.5M
Discretionary$347.8M
Non-Disc.$1.7M
Employees5
Clients300
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0