Hedge Fund Database

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT LLC Legal Name

Adviser information for ACCEL WEALTH MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Iowa, United States

Employees

Total Number of Employees 20
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 13
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,140 $947.3M
Non-Discretionary 0 $0
Total 2,140 $947.3M

Clients

Type Number RAUM
Individuals 985 $242.2M
HNW Individuals 108 $205.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 66 $481.9M
Charitable organizations <5 $2.0M
State or municipal gov entities <5 $9.0M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 10 $6.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly charges
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-108814
SEC ERA File Number 801-108814
SEC CIK Numbers 1838226
SEC CRD Numbers 286201
Legal Entity Identifier None

Principal Office

301 OAK RIDGE CIRCLE
WAVERLY
IA
United States
Monday - Friday, 8-5
Tel: 319-596-1101, Fax: 319-352-2075

Websites

www.accelwealthmanagement.com www.acceladvantage.com www.facebook.com/accelwealthmanagement/ www.linkedin.com/company/accel-wealth-management/

Chief Compliance Officer

STACIE BRASS
MANAGING MEMBER
301 OAK RIDGE CIRCLE
WAVERLY
IA
United States
Tel: 319-596-1101
Fax: 319-352-2075
(Full email address available in API data)

Regulatory Contact

GARY CLAYTON
COMPLIANCE CONSULTANT
PO BOX 10254
KNOXVILLE
TN
United States
Tel: 865-770-1024
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BRASS, STACIE, LYNN Individual – MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 10/2000 < 5%
ACCEL HOLDINGS, INC. Domestic Entity – OWNER 12/2016 > 75%

No. Employees, Historic

30150201920202021202220232024202510 on 11/26/201919 on 2/20/202019 on 6/25/202019 on 7/23/202019 on 7/23/202018 on 1/26/202118 on 6/7/202118 on 6/7/202118 on 6/8/202118 on 8/12/202118 on 10/19/202118 on 11/5/202119 on 1/26/202219 on 1/27/202219 on 5/26/202219 on 9/21/202219 on 9/27/202219 on 12/5/202221 on 1/23/202321 on 2/15/202321 on 9/5/202320 on 2/6/202420 on 3/29/2024

RAUM, Historic

1B500M02019202020212022202320242025270736587 on 11/26/2019383784665 on 2/20/2020383784665 on 6/25/2020383784665 on 7/23/2020383784665 on 7/23/2020615060673 on 1/26/2021615060673 on 6/7/2021615060673 on 6/7/2021615060673 on 6/8/2021615060673 on 8/12/2021615060673 on 10/19/2021615060673 on 11/5/2021810327872 on 1/26/2022810327872 on 1/27/2022810327872 on 5/26/2022810327872 on 9/21/2022810327872 on 9/27/2022810327872 on 12/5/2022823284779 on 1/23/2023823284779 on 2/15/2023823284779 on 9/5/2023947333820 on 2/6/2024947333820 on 3/29/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025414 on 11/26/2019752 on 2/20/2020752 on 6/25/2020752 on 7/23/2020752 on 7/23/2020949 on 1/26/2021949 on 6/7/2021949 on 6/7/2021949 on 6/8/2021949 on 8/12/2021949 on 10/19/2021949 on 11/5/20211127 on 1/26/20221127 on 1/27/20221127 on 5/26/20221127 on 9/21/20221127 on 9/27/20221127 on 12/5/20221348 on 1/23/20231348 on 2/15/20231348 on 9/5/20231169 on 2/6/20241169 on 3/29/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 274K 3K 0
ABBVIE INC COM 979K 6K 0
ADVANCED MICRO DEVICES INC COM 492K 3K 0
ALLIANT ENERGY CORP COM 349K 7K 0
ALPHABET INC CAP STK CL A 4M 20K 0
ALPHABET INC CAP STK CL C 801K 4K 0
AMAZON COM INC COM 6M 33K 0
AMERICAN CENTY ETF TR INTL EQT ETF 203K 3K 0
AMERICAN ELEC PWR CO INC COM 274K 3K 0
AMERICAN EXPRESS CO COM 381K 2K 0
AMERIPRISE FINL INC COM 724K 2K 0
APPLE INC COM 6M 29K 0
APPLIED MATLS INC COM 208K 883 0
ARCHER DANIELS MIDLAND CO COM 792K 13K 0
ARES CAPITAL CORP COM 1M 50K 0
ARM HOLDINGS PLC SPONSORED ADS 541K 3K 0
ATI INC COM 240K 4K 0
BANK AMERICA CORP COM 740K 19K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 561K 1K 0
BLACKROCK CORE BD TR SHS BEN INT 1M 99K 0
BLACKROCK TCP CAPITAL CORP COM 108K 10K 0
BLACKSTONE INC COM 2M 14K 0
BOEING CO COM 292K 2K 0
BOSTON SCIENTIFIC CORP COM 375K 5K 0
BP PLC SPONSORED ADR 413K 11K 0
BRISTOL-MYERS SQUIBB CO COM 201K 5K 0
BROADCOM INC COM 2M 1K 0
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 435K 13K 0
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 277K 8K 0
CASEYS GEN STORES INC COM 283K 741 0
CATERPILLAR INC COM 369K 1K 0
CENTRAL SECS CORP COM 351K 8K 0
CHEVRON CORP NEW COM 1M 8K 0
CISCO SYS INC COM 677K 14K 0
CITIGROUP INC COM NEW 310K 5K 0
CLOUDFLARE INC CL A COM 202K 2K 0
COCA COLA CO COM 234K 4K 0
COCA COLA CONS INC COM 260K 240 0
COHEN & STEERS INFRASTRUCTUR COM 2M 93K 0
CONOCOPHILLIPS COM 412K 4K 0
CONSTELLATION BRANDS INC CL A 234K 911 0
CONSTELLATION ENERGY CORP COM 250K 1K 0
COSTCO WHSL CORP NEW COM 570K 671 0
DEERE & CO COM 3M 8K 0
DEVON ENERGY CORP NEW COM 973K 21K 0
DIMENSIONAL ETF TRUST US EQUITY ETF 207K 4K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 234K 7K 0
DISNEY WALT CO COM 413K 4K 0
DUKE ENERGY CORP NEW COM NEW 387K 4K 0
EA SERIES TRUST BRIDGEWAY BLUE 341K 28K 0
EASTERLY GOVT PPTYS INC COM 124K 10K 0
EATON CORP PLC SHS 428K 1K 0
EATON VANCE TAX ADVT DIV INC COM 3M 122K 0
ELI LILLY & CO COM 920K 1K 0
EMERSON ELEC CO COM 424K 4K 0
EOG RES INC COM 239K 2K 0
EXELON CORP COM 217K 6K 0
EXXON MOBIL CORP COM 769K 7K 0
FIBROGEN INC COM 85K 96K 0
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 336K 8K 0
FIRST TR EXCH TRADED FD III INSTL PFD SECS 222K 12K 0
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 975K 56K 0
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 610K 26K 0
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 258K 5K 0
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 199K 15K 0
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 5M 116K 0
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 2M 44K 0
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 609K 27K 0
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 2M 38K 0
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 204K 3K 0
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 269K 8K 0
FIRST TR EXCHANGE-TRADED FD DORSY WRGH VLU 428K 15K 0
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 300K 7K 0
FIRST TR EXCHANGE-TRADED FD WTR ETF 220K 2K 0
FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 349K 4K 0
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 253K 6K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 266K 6K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 648K 17K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 586K 13K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 28K 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 321K 10K 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. EQU 1M 34K 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 341K 10K 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 907K 30K 0
FIRST TR MORNINGSTAR DIVID L SHS 730K 19K 0
FIRST TR NASDAQ 100 TECH IND SHS 862K 4K 0
FIRST TR VALUE LINE DIVID IN SHS 2M 51K 0
FREEPORT-MCMORAN INC CL B 342K 7K 0
GABELLI EQUITY TR INC COM 2M 321K 0
GENERAL DYNAMICS CORP COM 459K 2K 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 5K 14K 0
GLOBAL X FDS CYBRSCURTY ETF 705K 24K 0
GLOBAL X FDS US INFR DEV ETF 649K 18K 0
GLOBAL X FDS US PFD ETF 830K 42K 0
GLOBAL X FDS RUSSELL 2000 394K 25K 0
GLOBAL X FDS NASDAQ 100 COVER 3M 173K 0
GOLDMAN SACHS BDC INC SHS 150K 10K 0
GOLDMAN SACHS GROUP INC COM 399K 882 0
HEALTHCARE RLTY TR CL A COM 176K 11K 0
HERCULES CAPITAL INC COM 319K 16K 0
HONEYWELL INTL INC COM 641K 3K 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 45K 12K 0
INTEL CORP COM 413K 13K 0
INTERNATIONAL BUSINESS MACHS COM 766K 4K 0
INVESCO EXCH TRADED FD TR II PFD ETF 775K 67K 0
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 368K 7K 0
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 335K 8K 0
INVESCO EXCHANGE TRADED FD T BUILDING & CONST 322K 5K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 489K 3K 0
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 2M 106K 0
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 1M 69K 0
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 1M 13K 0
INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 933K 16K 0
INVESCO QQQ TR UNIT SER 1 4M 9K 0
ISHARES BITCOIN TR SHS 451K 13K 0
ISHARES INC MSCI EMRG CHN 272K 5K 0
ISHARES TR CORE DIV GRWTH 9M 157K 0
ISHARES TR PFD AND INCM SEC 2M 49K 0
ISHARES TR CORE S&P500 ETF 1M 3K 0
ISHARES TR RUSSELL 2000 ETF 695K 3K 0
ISHARES TR COHEN STEER REIT 297K 5K 0
ISHARES TR US CONSM STAPLES 555K 8K 0
ISHARES TR US AER DEF ETF 2M 17K 0
ISHARES TR MORNINGSTAR GRWT 461K 6K 0
ISHARES TR MRGSTR MD CP GRW 1000K 15K 0
ISHARES TR CORE US AGGBD ET 2M 24K 0
ISHARES TR TIPS BD ETF 322K 3K 0
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 852K 16K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 795K 14K 0
JANUS DETROIT STR TR HENDRSN SHRT ETF 12M 239K 0
JOHNSON & JOHNSON COM 741K 5K 0
JPMORGAN CHASE & CO. COM 2M 9K 0
KENVUE INC COM 398K 22K 0
KIMBELL RTY PARTNERS LP UNIT 196K 12K 0
KINDER MORGAN INC DEL COM 2M 100K 0
KULR TECHNOLOGY GROUP INC COM 29K 73K 0
LENNAR CORP CL A 240K 2K 0
LOCKHEED MARTIN CORP COM 583K 1K 0
MARATHON OIL CORP COM 207K 7K 0
MARATHON PETE CORP COM 227K 1K 0
MARTIN MARIETTA MATLS INC COM 235K 434 0
MASTERCARD INCORPORATED CL A 254K 575 0
MCDONALDS CORP COM 216K 847 0
MEDICAL PPTYS TRUST INC COM 75K 17K 0
MERCK & CO INC COM 744K 6K 0
META PLATFORMS INC CL A 355K 704 0
MICRON TECHNOLOGY INC COM 560K 4K 0
MICROSOFT CORP COM 4M 9K 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 151K 10K 0
MYOMO INC COM NEW 141K 44K 0
NETFLIX INC COM 222K 329 0
NEWMONT CORP COM 268K 6K 0
NEXTERA ENERGY INC COM 610K 9K 0
NORTHROP GRUMMAN CORP COM 595K 1K 0
NRG ENERGY INC COM NEW 286K 4K 0
NUCOR CORP COM 221K 1K 0
NUVEEN PFD & INCOME OPPORTUN COM 617K 83K 0
NVIDIA CORPORATION COM 5M 37K 0
OAKTREE SPECIALTY LENDING CO COM 210K 11K 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 227K 6K 0
OCCIDENTAL PETE CORP COM 3M 51K 0
OGE ENERGY CORP COM 218K 6K 0
ONEOK INC NEW COM 381K 5K 0
PALANTIR TECHNOLOGIES INC CL A 447K 18K 0
PEAKSTONE REALTY TRUST COMMON SHARES 126K 12K 0
PEPSICO INC COM 2M 14K 0
PFIZER INC COM 233K 8K 0
PHILIP MORRIS INTL INC COM 320K 3K 0
PHILLIPS EDISON & CO INC COMMON STOCK 1M 34K 0
PIEDMONT OFFICE REALTY TR IN COM CL A 84K 12K 0
PIMCO CORPORATE & INCOME OPP COM 5M 316K 0
PRICE T ROWE GROUP INC COM 578K 5K 0
PROCTER AND GAMBLE CO COM 2M 15K 0
PRUDENTIAL FINL INC COM 2M 15K 0
Q2 HLDGS INC COM 252K 4K 0
QUALCOMM INC COM 762K 4K 0
ROBERT HALF INC. COM 343K 5K 0
ROYCE SMALL CAP TRUST INC COM 2M 122K 0
RTX CORPORATION COM 935K 9K 0
S&P GLOBAL INC COM 465K 1K 0
SABRA HEALTH CARE REIT INC COM 185K 12K 0
SALESFORCE INC COM 577K 2K 0
SCHWAB STRATEGIC TR US LCAP GR ETF 498K 5K 0
SCHWAB STRATEGIC TR INTL EQTY ETF 594K 15K 0
SELECT SECTOR SPDR TR COMMUNICATION 230K 3K 0
SELECT SECTOR SPDR TR SBI INT-UTILS 965K 14K 0
SELECT SECTOR SPDR TR SBI MATERIALS 230K 3K 0
SELECT SECTOR SPDR TR FINANCIAL 1M 33K 0
SELECT SECTOR SPDR TR TECHNOLOGY 253K 1K 0
SELECT SECTOR SPDR TR SBI CONS STPLS 350K 5K 0
SPDR DOW JONES INDL AVERAGE UT SER 1 237K 605 0
SPDR GOLD TR GOLD SHS 4M 17K 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 510K 15K 0
SPDR SER TR PORTFLI TIPS ETF 391K 15K 0
SPDR SER TR SSGA US LRG ETF 210K 1K 0
SPDR SER TR S&P CAP MKTS 1M 11K 0
SPDR SER TR PRTFLO S&P500 VL 343K 7K 0
SPDR SER TR PRTFLO S&P500 GW 402K 5K 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 1M 27K 0
STARWOOD PPTY TR INC COM 770K 41K 0
STONECO LTD COM CL A 403K 34K 0
STRATEGY SHS NS 7HANDL IDX 952K 45K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 333K 2K 0
TELLURIAN INC NEW COM 8K 12K 0
TORO CO COM 218K 2K 0
UNION PAC CORP COM 221K 976 0
UNITED PARCEL SERVICE INC CL B 243K 2K 0
UNITEDHEALTH GROUP INC COM 326K 641 0
US BANCORP DEL COM NEW 4M 111K 0
VALERO ENERGY CORP COM 430K 3K 0
VANECK ETF TRUST SEMICONDUCTR ETF 2M 9K 0
VANECK ETF TRUST PREFERRED SECURT 258K 15K 0
VANECK ETF TRUST FALLEN ANGEL HG 2M 88K 0
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 422K 4K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 226K 3K 0
VANGUARD INDEX FDS MCAP GR IDXVIP 617K 3K 0
VANGUARD INDEX FDS MCAP VL IDXVIP 5M 30K 0
VANGUARD INDEX FDS SML CP GRW ETF 1M 6K 0
VANGUARD INDEX FDS VALUE ETF 5M 31K 0
VANGUARD INDEX FDS MID CAP ETF 498K 2K 0
VANGUARD INDEX FDS SM CP VAL ETF 203K 1K 0
VANGUARD INDEX FDS SMALL CP ETF 558K 3K 0
VANGUARD INDEX FDS GROWTH ETF 1M 4K 0
VANGUARD INDEX FDS TOTAL STK MKT 6M 24K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 5K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 288K 7K 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 284K 4K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 13K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 30K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 5M 46K 0
VANGUARD WORLD FD EXTENDED DUR 1M 17K 0
VANGUARD WORLD FD CONSUM STP ETF 2M 9K 0
VANGUARD WORLD FD ENERGY ETF 5M 40K 0
VANGUARD WORLD FD HEALTH CAR ETF 2M 8K 0
VANGUARD WORLD FD UTILITIES ETF 1M 8K 0
VANGUARD WORLD FD INF TECH ETF 351K 609 0
VERIZON COMMUNICATIONS INC COM 412K 10K 0
VICTORY PORTFOLIOS II VCSHS US SMCP HG 1M 25K 0
VISA INC COM CL A 360K 1K 0
VODAFONE GROUP PLC NEW SPONSORED ADR 241K 27K 0
WALMART INC COM 402K 6K 0
WASTE CONNECTIONS INC COM 207K 1K 0
WILLIAMS COS INC COM 230K 5K 0
WP CAREY INC COM 551K 10K 0