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ACCEL WEALTH MANAGEMENT

WAVERLY, IA · CRD 286201 · IAPD ↗ · acceladvantage.com · 319-596-1101

$1.15BRegulatory AUM
10Advisory reps
19Employees
0Clients
101-250Planning clients
0Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ACCEL WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2026 — ACCEL WEALTH MANAGEMENT notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2026 — ACCEL WEALTH MANAGEMENT crossed $1B in regulatory AUM ($974.0M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
May 2025 — ACCEL WEALTH MANAGEMENT changed its website from accelwealthmanagement.com to acceladvantage.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2025 — ACCEL WEALTH MANAGEMENT notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — ACCEL WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
28
April 2024 — ACCEL WEALTH MANAGEMENT changed its website from acceladvantage.com to accelwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
March 2024 — ACCEL WEALTH MANAGEMENT LLC is now doing business as ACCEL WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.