| Name | Title | Ownership | Since |
|---|---|---|---|
| Accel Holdings, Inc. Control | Owner | Over 75% | 2016 |
| Emily J Misener Control | Director Of Wealth Management Operations | Under 5% | 2023 |
| Stacie Lynn Brass Control | Managing Member And Chief Compliance Officer | Under 5% | 2000 |
Accel Wealth Management LLC reports $974 million in regulatory assets under management on its Form ADV.
Accel Wealth Management LLC reports 20 employees.
Accel Wealth Management LLC is based in Waverly, IA and has been SEC-registered since 2017.
Accel Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 301 Oak Ridge Circle, Waverly, IA 50677 |
| Phone | 319-596-1101 |
| Fax | 319-352-2075 |
| Office hours | 5-Aug |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1838226 |
| Discloses disciplinary history | Yes |
| Discretionary | $962.4M |
| Non-discretionary | $11.6M |
| Total (RAUM) | $974M |