Accel Wealth Management
Accel Wealth Management is a registered investment advisory firm headquartered in Waverly, Iowa, United States. Founded in 2011, the firm provides comprehensive wealth management, investment advisory, and retirement planning services primarily to individuals (including high net worth), pension and profit sharing plans, charitable organizations, and corporations. As of April 30, 2025, Accel Wealth Management manages approximately $974 million in assets and employs around 20 professionals, with a balanced mix of investment advisors and broker representatives. The firm serves a diverse client base with a focus on personal service and holistic financial planning.
Investment Strategy
Accel Wealth Management employs a diversified investment strategy tailored to the needs of its client base, which includes individuals, pension plans, and select institutions. The firm constructs portfolios using a mix of direct equity (such as Amazon, Apple, Microsoft, Nvidia, and Alphabet), fixed income, and ETF holdings to seek both capital appreciation and income. The investment philosophy emphasizes discretion and comprehensive analysis, balancing growth-oriented assets with strategies designed to mitigate risk and preserve capital. Approximately 99% of assets are managed on a discretionary basis, and the firm regularly utilizes sector allocation, seeking opportunities across technology, industrials, financials, and income-focused funds, including PIMCO and Eaton Vance vehicles. Accel also demonstrates a strong commitment to client education and transparent reporting.
Top Holdings
Equity Positions (276)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRO | ISHARES TR | 4.41% | $15.2M | 222,820 | $53.46 | $68.08 | +$1.4M |
S SCHG | SCHWAB STRATEGIC TR | 3.61% | $12.4M | 389,458 | $26.12 | $31.91 | +$2.8M |
V VNLA | JANUS DETROIT STR TR | 3.50% | $12.0M | 243,845 | $48.09 | $49.29 | +$376.0K |
V VTI | VANGUARD INDEX FDS | 2.49% | $8.6M | 26,064 | $244.11 | $328.17 | +$1.0M |
V VTV | VANGUARD INDEX FDS | 2.28% | $7.8M | 41,982 | $150.47 | $186.49 | +$1.1M |