Accel Wealth Management LLC
● SEC registered since 2017CRD 286201SEC# 801-108814Waverly, IA
Reg. AUM
$1.15B
Employees
19
Accounts
2,819
Location
Waverly, IA
Accel Wealth Management LLC assets under management
Accel Wealth Management LLC is an investment advisory firm registered with the SEC based in Waverly, IA. The firm has been registered since 2017. It reports $1.1 billion in regulatory assets under management and employs 19 people.
Accel Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra F. Von Ferstel Control | Secretary | Under 5% | 2026 |
| Craig J Reid Control | Chief Executive Officer | Under 5% | 2026 |
| Marsh Agency LLC Control | Owner | Over 75% | 2026 |
| Nolan Hughes Control | Chief Compliance Officer | Under 5% | 2026 |
| Samaha Robert Michael Control | Senior Vice President | Under 5% | 2026 |
| Marsh & McLennan Companies, Inc. Control | Parent Company | Over 75% | 2026 |
| Marsh USA LLC Control | Owner | Over 75% | 2026 |
Frequently asked questions
How much does Accel Wealth Management LLC manage?
Accel Wealth Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Accel Wealth Management LLC have?
Accel Wealth Management LLC reports 19 employees.
Where is Accel Wealth Management LLC located?
Accel Wealth Management LLC is based in Waverly, IA and has been SEC-registered since 2017.
Does Accel Wealth Management LLC disclose fund performance?
Accel Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Oak Ridge Circle, Waverly, IA 50677 |
| Phone | 319-596-1101 |
| Fax | 319-352-2075 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1838226 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.15B▲ 18%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,389 advisers
EmployeesTop 25%
More than 75% of 16,799 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $1.07BNon-discretionary $76.3M