ACCEL WEALTH MANAGEMENT LLC

CRD

286201

SEC file #

801-108814

EIN

—

DBA names

Accel Wealth Management

Economics

AUM

$1.15B

AUM band

$1B+

AUM trajectory

'20 · $270.7M

'21 · $615.1M

'22 · $810.3M

'23 · $810.3M

'25 · $974.0M

'26 · $1.15B

'20'26

$270.7M → $1.15B▲ +324%

sec adv history

Client mix

Individuals Other	1,124
Individuals High Net Worth	166
Pension Profit Sharing Plans	80
Corporations	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 8 advisors

'22 · 11 advisors

'23 · 11 advisors

'25 · 10 advisors

'26 · 10 advisors

'20'26

8 advisors → 10 advisors▲ +25%

sec adv history

Primary office

WAVERLY IA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/02/2026

ADV-W filed at

—

Website

acceladvantage.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ACCEL HOLDINGS, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ACCEL HOLDINGS, INC.

MANTERNACH, TODD, JOSEPH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ACCELADVANTAGE.COM

Rdap Domain Creation Date

2009-03-11T20:25:58Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

401,770

Form 5500 Compensation Trajectory 3y

2025

401,770

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

401,770

Schedule C Service Provider Rows

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3102

Soi Zip Pct 200k Plus

0.0675

Soi Zip Returns 200k Plus

370

Soi Zip Total AGI

491,188

Fdic Zip Total Deposits

9,837,195,000

Fdic Zip Branch Count

213

Fdic Zip Top Banks

First National Bank

First Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Fdic Zip Branches Raw

Security State BankWaverly, IA

The First National Bank of WaverlyWaverly, IA

Fdic Zip HHI

1424.71

Fdic Zip Top Bank Share Pct

26.17

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-11T21:25:58Z

Rdap Domain Last Changed

2026-03-12T11:30:42Z

Rdap Nameservers

Ns-1292.awsdns-33.orgNs-134.awsdns-16.comNs-1557.awsdns-02.co.ukNs-686.awsdns-21.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	14,027
Returns	1,100

Stub 2

AGI	42,719
Returns	1,140

Stub 3

AGI	53,720
Returns	870

Soi Zip Total Business Income

14,471

Soi Zip Total Cap Gains

15,916

Soi Zip Total Dividends

9,853

Soi Zip Total Returns

5,480

Trust Company Affiliate