firm profile
Accel Wealth Management
Overview
Accel Wealth Management is an SEC registered investment adviser based in Waverly, IA, registered since 2017. It reports $1.1B in assets under management across 2,819 accounts, with 19 employees. It has 10 investment adviser representatives.
- Reported AUM
- $1.1B
- Discretionary
- 93%
- Accounts
- 2,819
- Average account
- $407K
- Employees
- 19
- Advisory reps
- 10
- Registered since
- 2017
- Jurisdictions
- 8
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- Stacie Lynn Brass Managing Member, Chief Compliance Officer CRD 2275932
- Todd Joseph Manternach Managing Member CRD 1750012
- Emily J Misener Director of Wealth Management Operations CRD 6209826
Advisory reps 3 of 10
- Stacie L Brass Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2275932
- Mitchell Lee Cook Insurance Agent · Investment Adviser Rep CRD 4816833
- Scott A Durscher Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3049265
7 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 301 Oak Ridge Cir
Waverly, IA 50677 - County
- Bremer
- Metro area
- Waterloo-Cedar Falls, IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: acceladvantage.com
Every state, with registration dates
Similar firms near Waverly
- R.D.Drenkow & Co., Inc.Waverly, IA1 reps
- Dynamic Financial GroupCedar Falls, IA$54M AUM
- Fsb Premier Wealth Management, Inc.Waterloo, IA$432M AUM
- Cedar Valley Wealth AdvisorsCedar Falls, IA$173M AUM
- Tuve Investment Management, Inc.Waterloo, IA$148M AUM
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