ACCEL WEALTH MANAGEMENT

301 Oak Ridge Circle
Waverly, Iowa 50677
Tel: 319-596-1101

About ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT, formally registered with the SEC as ACCEL WEALTH MANAGEMENT. The firm was established in 01/03/2017. They have over 3 offices throughout the country.

ACCEL WEALTH MANAGEMENT is a Waverly, Iowa based Financial Planning firm with nearly $973,955,257 assets under management, offering retirement planning & investment advisory services to 2570 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286201
SEC#	801-108814
Assets Managed by Firm	$973,955,257
No. of Clients	2570
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2570	$973,955,257
Individuals (other than high net worth individuals)	1095	$287,962,584
High net worth individuals	123	$251,299,791
Pension and profit sharing plans	74	$417,391,593
Charitable organizations	Fewer than 5 clients	$1,398,582
Corporations or other businesses	10	$4,618,676

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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$87,368,733,496	448526	3312
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383

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