Accel Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Accel Wealth Management reports 1,381 clients. They include 1,124 individual clients, 166 high-net-worth individuals, and 80 pension and profit-sharing plans. Of its assets, 93.4% ($1.07B across 2,799 accounts) are managed with discretion; $76.3M across 20 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 27% |
| High-net-worth individuals | 12% | 30% |
| Pension and profit-sharing plans | 6% | 41% |
| Charitable organizations | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses; Other | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,124 | $309M | 26.9% | $275K |
| High-net-worth individuals | 166 | $347M | 30.2% | $2.09M |
| Pension and profit-sharing plans | 80 | $472M | 41.1% | $5.9M |
| Charitable organizations | Fewer than 5 | $1.68M | 0.1% | — |
| State or municipal government entities | Fewer than 5 | $10.4M | 0.9% | — |
| Corporations and other businesses | 11 | $6.15M | 0.5% | $559K |
| Other | Fewer than 5 | $1.86M | 0.2% | — |
| Total | 1,381 | $1.15B | 100% | — |
- Clients
- 1,124
- Regulatory AUM
- $309M
- AUM share
- 26.9%
- Avg. per client
- $275K
- Clients
- 166
- Regulatory AUM
- $347M
- AUM share
- 30.2%
- Avg. per client
- $2.09M
- Clients
- 80
- Regulatory AUM
- $472M
- AUM share
- 41.1%
- Avg. per client
- $5.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.68M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $10.4M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 11
- Regulatory AUM
- $6.15M
- AUM share
- 0.5%
- Avg. per client
- $559K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.86M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 1,381
- Regulatory AUM
- $1.15B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Accel Wealth Management charges up to 2.25% a year for its Investment Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is billed at $150 to $250 an hour, with a $500 minimum charge for a financial plan.
- Pension consulting
- Pension consulting is charged at $150 an hour, or as flat fees of $750 to $10,000, or up to 1.5% of plan assets.
Accel Holdings, Inc. owns 75% or more of Accel Wealth Management. The leadership team of Accel Wealth Management includes Chief Compliance Officer Stacie Brass. It has 19 employees, 10 of them in advisory roles.
Leadership
- Stacie BrassManaging Member and Chief Compliance Officer
- Emily MisenerDirector of Wealth Management Operations
- Todd ManternachManaging Member
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Stacie Lynn Brass
- Mitchell Lee Cook
- Scott Alan Durscher
- Anthony Joseph Gaiffe
- Juan Fernando Garcia Heredia
- Ryan David Hervey
- Michele Lea Krueger
- Todd J Manternach
- Matthew James Temple
- Jason Christopher Willenborg
Staff
- 19 employees
- 10 in advisory functions
- 10 state-registered reps
- 5 broker-dealer reps
- 12 insurance agents
- 1 soliciting firm
- Owns 75% or more of Accel Wealth Management LLC
Accel Holdings, Inc.
Control person · since December 2016
- Owns 10% to 25% of Accel Wealth Management LLC
Todd Manternach
since December 2019
Accel Wealth Management’s regulatory assets grew 1.9× from $615M (June 2021) to $1.15B (August 2026); clients rose from 949 to 1,381 and employees from 18 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.15B | 1,381 | 19 | 4 |
| April 2025 | $974M | 1,302 | 20 | 3 |
| March 2024 | $947M | 1,169 | 20 | 3 |
| February 2023 | $823M | 1,348 | 21 | 3 |
| May 2022 | $810M | 1,127 | 19 | 2 |
| June 2021 | $615M | 949 | 18 | 2 |
Besides its headquarters, Accel Wealth Management has 3 offices, with 4 listed addresses in Iowa.
Iowa · 4 listed addresses
- 301 Oak Ridge Circle, WaverlyHQ
- 7000 Vista Drive, West Des Moines
- 5500 Fountains DR. Ne, Cedar Rapids
- 100 E 2nd St, Cedar Falls
Contact and registration details
- Legal name
- Accel Wealth Management LLC
- Headquarters
- 301 Oak Ridge Circle, Waverly, IA 50677
- Website
- acceladvantage.com
- Phone
- 319-596-1101
- @accel-wealth-management
- SEC file
- 801-108814
- Structure
- Iowa LLC
- Fiscal year end
- December
Accel Wealth Management uses Charles Schwab ($720M, 72%) and Principal Securities ($274M, 28%) as custodians for its separately managed accounts. Accel Wealth Management has custody of $41.8M in client assets for 72 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $720M72%
- Principal SecuritiesPrincipal Securities, Inc. · Des Moines, IA · $274M28%
At year end, Accel Wealth Management’s separately managed accounts were mostly in funds (69%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $444M across 305 positions; the largest are iShares TR (4.4%), Janus Detroit Str TR (3.8%) and Schwab Strategic TR (3.2%).
What the accounts hold
- Stocks14%
- Exchange-traded equities13%
- Non-exchange-traded equities1%
- Funds69%
- Registered funds68%
- Pooled vehicles1%
- Bonds13%
- Investment grade corporate bonds11%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash7%
- Other1%
- Principal paydown & high debt security1%
Reported 13F holdings
- $444M
- Reported 13F value
- 305
- Positions
- 25.7%
- In the 10 largest
- +15.9%
- Value vs. prior quarter
- iShares TR · Core Div Grwth4.4%
- Janus Detroit Str TR · Hendrsn Shrt ETF3.8%
- Schwab Strategic TR · US Lcap GR ETF3.2%
- Vanguard Index Fds · Total Stk Mkt2.4%
- Vanguard Index Fds · Value ETF2.4%
- First TR Exchange Traded FD · Risng Divd Achiv2.3%
- Apple Inc.1.8%
- Capital Group Dividend Value · Shs Creat Unit1.8%
- Vanguard Index Fds · Mcap VL Idxvip1.8%
- Amazon Com Inc.1.7%
Together, the ten largest are 25.7% of reported value.
How many clients does Accel Wealth Management have?
Accel Wealth Management has 1,381 clients and manages $1.15 billion for them, as of August 2026. They include 1,124 individual clients, 166 high-net-worth individuals, and 80 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does Accel Wealth Management offer?
Accel Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Accel Wealth Management charge?
Accel Wealth Management charges up to 2.25% a year for its Investment Management. The fee is billed in advance and is negotiable.
Which custodians does Accel Wealth Management use?
Accel Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $720M and Principal Securities, Inc. (Des Moines, IA), with $274M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does Accel Wealth Management have?
Accel Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 19 employees, and 10 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Accel Wealth Management invest in?
At the end of its last fiscal year, Accel Wealth Management’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 11% investment grade corporate bonds, 7% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Principal Paydown & High Debt Security.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Accel Wealth Management?
Accel Wealth Management’s direct owners are Accel Holdings, Inc. (75% or more) and Todd Manternach (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does Accel Wealth Management get paid?
Accel Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Accel Wealth Management registered with the SEC?
Yes, Accel Wealth Management has been registered with the SEC as an investment adviser since 3 January 2017. Its CRD number is 286201 and its SEC file number is 801-108814.
Source: Form ADV Part 1A, Item 1, filed 4 August 2026; IAPD firm record
How do I contact Accel Wealth Management?
Accel Wealth Management’s main office is at 301 Oak Ridge Circle, Waverly, IA 50677. Its phone number is 319-596-1101. Its website is acceladvantage.com.