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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT LLC, CRD 286201

WAVERLY, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55217981-e1e2-74c9-6998-36634132f008

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 0
Observed: Dec 7, 2016 to Aug 4, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.57 fund_share=0.0 institutional_share=0.42 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $656MderivedItem 5.D individuals plus high net worth individuals
Private client share: 57%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $115Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,819
Individual clients: 1,124
High net worth clients: 166
Custody, client assets: $41.8M
SEC number: 801-108814
CIK: 1838226
CRD: 286201
Filings on the tape: 45
First filed: Dec 7, 2016
Latest filed: Aug 4, 2026
Organised: Limited Liability Company, IA
Website: acceladvantage.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STACIE LYNN BRASS	n/a	WAVERLY, IA	9	33	5	yes
SCOTT ALAN DURSCHER	n/a	WAVERLY, IA	9	28	2	yes
MICHELE LEA Krueger	n/a	WAVERLY, IA	9	25	n/a	yes
ANTHONY JOSEPH GAIFFE	Certified Financial Planner	WAVERLY, IA \| Cedar Rapids, IA	7	27	6	yes
Todd J Manternach	Chartered Financial Consultant	Cedar Rapids, IA \| WAVERLY, IA	7	38	3	no
Jason Christopher Willenborg	n/a	Cedar Rapids, IA \| WAVERLY, IA	7	20	2	no
Mitchell Lee Cook	n/a	Cedar Rapids, IA \| WAVERLY, IA	6	18	3	no
Matthew James Temple	n/a	WAVERLY, IA	5	13	n/a	no
RYAN DAVID HERVEY	n/a	WAVERLY, IA	3	19	1	no
Juan Fernando Garcia Heredia	n/a	WAVERLY, IA \| Cedar Rapids, IA	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACCEL HOLDINGS, INC.	Owner	E	yes	12/2016	Aug 4, 2026	Aug 4, 2026
BRASS, STACIE, LYNN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	10/2000	Aug 4, 2026	Aug 4, 2026
Misener, Emily, J	DIRECTOR OF WEALTH MANAGEMENT OPERATIONS	Na	yes	08/2023	Aug 4, 2026	Aug 4, 2026
MANTERNACH, TODD, JOSEPH	MANAGING MEMBER	B	no	12/2019	Aug 4, 2026	Aug 4, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CEDAR RAPIDS	Ia	United States	5	yes
WEST DES MOINES	Ia	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$1.1B	$1.1B	19	10	3	n/a	n/a
2024	Apr 30, 2025	$974M	$962M	20	10	2	n/a	n/a
2023	Feb 6, 2024	$947M	$947M	20	10	2	n/a	n/a
2022	Jan 23, 2023	$823M	$823M	21	12	2	n/a	n/a
2021	Jan 26, 2022	$810M	$810M	19	11	1	n/a	n/a
2020	Jan 26, 2021	$615M	$615M	18	8	1	n/a	n/a
2019	Feb 20, 2020	$384M	$384M	19	8	1	n/a	n/a
2018	Mar 18, 2019	$271M	$269M	10	8	2	n/a	n/a
2017	Feb 28, 2018	$282M	$280M	6	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$974M	17.8%	$823M	11.7%	19	20	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERITAS ADVISORY SERVICES	3	Mar 21, 2019	Mar 26, 2019	LINCOLN, NE	Team lift out	Ibd to RIA	2.2%
ACCEL WEALTH MANAGEMENT	2	Apr 28, 2017	Jan 16, 2017	CEDAR FALLS, IA	Channel change	Other	100.0%

Relationships

Registered with (12)

← Juan Fernando Garcia HerediaAdvisorregistration: current employment
Nov 14, 2024 to presentfactForm ADV
← RYAN DAVID HERVEYAdvisorregistration: current employment
Sep 21, 2022 to presentfactForm ADV
← Matthew James TempleAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV
← Mitchell Lee CookAdvisorregistration: current employment
Dec 2, 2019 to presentfactForm ADV
← Todd J ManternachAdvisorregistration: current employment
Mar 26, 2019 to presentfactForm ADV
← Jason Christopher WillenborgAdvisorregistration: current employment
Mar 26, 2019 to presentfactForm ADV
← ANTHONY JOSEPH GAIFFEAdvisorregistration: current employment
Mar 19, 2019 to presentfactForm ADV
← MICHELE LEA KruegerAdvisorregistration: current employment
Jun 26, 2017 to presentfactForm ADV
← STACIE LYNN BRASSAdvisorregistration: current employment
Jan 16, 2017 to presentfactForm ADV
← SCOTT ALAN DURSCHERAdvisorregistration: current employment
Jan 16, 2017 to presentfactForm ADV
← KURT DAVID WEDEWERAdvisorregistration: previous registration
Jun 7, 2021 to Dec 5, 2022factForm ADV
← AARON EUGENE SCHUELLERAdvisorregistration: previous registration
Jun 8, 2021 to Nov 5, 2021factForm ADV

Controls (2)

← BRASS, STACIE, LYNNOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 7, 2016 to Nov 18, 2024factForm ADV
← ACCEL HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
Dec 7, 2016 to Nov 18, 2024factForm ADV

Moved with (2)

← AMERITAS ADVISORY SERVICESRegistered adviser3 advisors, team lift out
Mar 21, 2019 to Mar 26, 2019factForm ADV
← ACCEL WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Apr 28, 2017 to Jan 16, 2017factForm ADV

Dated events

Occurred
Dec 5, 2022
Advisor changed firm
Kurt David Wedewer left Accel Wealth Management for Elevation Point Wealth Partners, Llc (registered 2023-02-17)
Form ADVobserved 5 days ago
Occurred
Jan 26, 2022
Regulatory AUM changed
Accel Wealth Management reported RAUM $810.3M, up 32% from $615.1M (2021-11-05 to 2022-01-26)
Form ADVobserved 5 days ago
$195M
Occurred
Jan 26, 2021
Regulatory AUM changed
Accel Wealth Management reported RAUM $615.1M, up 60% from $383.8M (2020-07-23 to 2021-01-26)
Form ADVobserved 5 days ago
$231M
Occurred
Feb 20, 2020
Regulatory AUM changed
Accel Wealth Management reported RAUM $383.8M, up 42% from $270.7M (2019-11-26 to 2020-02-20)
Form ADVobserved 5 days ago
$113M
Occurred
Dec 7, 2016
First Form ADV filing
Accel Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55217981-e1e2-74c9-6998-36634132f008
First observed: Dec 7, 2016
Last observed: Aug 4, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT LLC, CRD 286201

WAVERLY, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55217981-e1e2-74c9-6998-36634132f008

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STACIE LYNN BRASS

n/a

WAVERLY, IA

yes

SCOTT ALAN DURSCHER

n/a

WAVERLY, IA

yes

MICHELE LEA Krueger

n/a

WAVERLY, IA

n/a

yes

ANTHONY JOSEPH GAIFFE

Certified Financial Planner

WAVERLY, IA | Cedar Rapids, IA

yes

Todd J Manternach

Chartered Financial Consultant

Cedar Rapids, IA | WAVERLY, IA

Jason Christopher Willenborg

n/a

Cedar Rapids, IA | WAVERLY, IA

Mitchell Lee Cook

n/a

Cedar Rapids, IA | WAVERLY, IA

Matthew James Temple

n/a

WAVERLY, IA

n/a

RYAN DAVID HERVEY

n/a

WAVERLY, IA

Juan Fernando Garcia Heredia

n/a

WAVERLY, IA | Cedar Rapids, IA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACCEL HOLDINGS, INC.

Owner

yes

12/2016

Aug 4, 2026

BRASS, STACIE, LYNN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

10/2000

Aug 4, 2026

Misener, Emily, J

DIRECTOR OF WEALTH MANAGEMENT OPERATIONS

yes

08/2023

Aug 4, 2026

MANTERNACH, TODD, JOSEPH

MANAGING MEMBER

12/2019

Aug 4, 2026

City

State

Country

Employees

Also broker-dealer

CEDAR RAPIDS

United States

yes

WEST DES MOINES

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$1.1B

n/a

2024

Apr 30, 2025

$974M

$962M

n/a

2023

Feb 6, 2024

$947M

n/a

2022

Jan 23, 2023

$823M

n/a

2021

Jan 26, 2022

$810M

n/a

2020

Jan 26, 2021

$615M

n/a

2019

Feb 20, 2020

$384M

n/a

2018

Mar 18, 2019

$271M

$269M

n/a

2017

Feb 28, 2018

$282M

$280M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$974M

17.8%

$823M

11.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERITAS ADVISORY SERVICES

Mar 21, 2019

Mar 26, 2019

LINCOLN, NE

Team lift out

Ibd to RIA

2.2%

ACCEL WEALTH MANAGEMENT

Apr 28, 2017

Jan 16, 2017

CEDAR FALLS, IA

Channel change

Other

100.0%