Accel Wealth Management

$1.15BAssets under management
as of Aug 2026 · SEC Form ADV
Waverly, IA
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Tech stack

No one at Accel Wealth Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Accel Wealth Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $465M held · filed Nov 2024
Principal Securities, Inc.
Per Form ADV · $291M held · filed Nov 2024