DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Accel Wealth Management
Legal name Accel Wealth Management LLC
Latest filing Aug 4, 2026
First filing on the tape Dec 7, 2016 · 45 filings
SEC status approved since Jan 3, 2017
RAUM
$1.1B
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
57%
$656M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$115M
derived; firm RAUM over IAPD count
Employees
19
10 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$1.1B as of Aug 4, 2026
Feb 28, 2018$282M then
HNW client RAUM$347M as of Aug 4, 2026
Feb 28, 2018$13.1M then
State-registered IARs (5.B.3)10 as of Aug 4, 2026
Feb 28, 20184 then
Employees (5.A)19 as of Aug 4, 2026
Feb 28, 20186 then
Private funds: no history
RAUM +18% over the last fiscal year+12% a year over threeIARs 10 to 10offices 2 to 3
Practice profile
derived from the filing of Aug 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $115MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 129derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $407,149derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 42%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 2.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Custody
- $41.8M, 72 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$472M41%
- High-net-worth individuals$347M30%
- Individuals$309M27%
- State and municipal entities$10.4M0.9%
- Corporations and businesses$6.2M0.5%
- Charitable organizations$1.7M0.1%
- Individual clients
- 1,124reported
- HNW clients
- 166reported
- Pension plan clients
- 80reported
- Charitable clients
- n/areported
- Accounts
- 2,819reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $41.8M for 72 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.57 fund_share=0.0 institutional_share=0.42 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Stacie Lynn Brass | Waverly, Ia | Jan 16, 2017 | 33 y | 5 |
| Scott Alan Durscher | Waverly, Ia | Jan 16, 2017 | 28 y | 2 |
| Michele Lea Krueger | Waverly, Ia | Jun 26, 2017 | 25 y | 0 |
| Anthony Joseph GaiffeCertified Financial Planner | Waverly, Ia | Mar 19, 2019 | 27 y | 6 |
| Todd J ManternachChartered Financial Consultant | Cedar Rapids, Ia | Mar 26, 2019 | 38 y | 3 |
| Jason Christopher Willenborg | Cedar Rapids, Ia | Mar 26, 2019 | 20 y | 2 |
| Mitchell Lee Cook | Cedar Rapids, Ia | Dec 2, 2019 | 18 y | 3 |
| Matthew James Temple | Waverly, Ia | Aug 24, 2021 | 13 y | 0 |
| Ryan David Hervey | Waverly, Ia | Sep 21, 2022 | 19 y | 1 |
| Juan Fernando Garcia Heredia | Waverly, Ia | Nov 14, 2024 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Kurt David Wedewer to Elevation Point Wealth Partners, LLCDec 5, 2022 · RIA to RIA
- Aaron Eugene Schueller to Orgel Wealth Management, LLCNov 5, 2021 · RIA to RIA
Joined, latest
- Ryan David Hervey from Northwest Wealth Management, LLCSep 21, 2022 · RIA to RIA
- Aaron Eugene Schueller from LPL Financial LLCJun 8, 2021 · Affiliated broker-dealer or bank to independent RIA
- Kurt David Wedewer from Mid Atlantic Financial Management, Inc.Jun 4, 2021 · Affiliated broker-dealer or bank to independent RIA
- Mitchell Lee Cook from On Investment Management CoDec 2, 2019 · Affiliated broker-dealer or bank to independent RIA
- Todd J Manternach from Ameritas Advisory ServicesMar 26, 2019 · Affiliated broker-dealer or bank to independent RIA
- Jason Christopher Willenborg from Ameritas Advisory ServicesMar 26, 2019 · Affiliated broker-dealer or bank to independent RIA
- Anthony Joseph Gaiffe from Ameritas Advisory ServicesMar 19, 2019 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Ameritas Advisory ServicesMar 21, 2019 · Lincoln, Ne
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lynn Stacie Brass · Managing Member And Chief Compliance Officercontrolsince 10/2000 · owns less than 5%
- J Emily Misener · Director Of Wealth Management Operationscontrolsince 08/2023 · owns less than 5%
- Joseph Todd Manternach · Managing Membersince 12/2019 · owns 10% to 25%
Entity owners
- Accel Holdings, Inc. · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Waverly, Ia · principal | 10 | 0 | 0 | ||
| Cedar Rapids, Ia | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cedar Rapids, IA5 employees
- West Des Moines, IA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 4, 2026Misener, Emily, J (DIRECTOR OF WEALTH MANAGEMENT OPERATIONS) appeared on Schedule A between the filings of 2016-12-07 and 2026-08-04peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Other offices · 2 to 3Feb 20, 2026 to Mar 2, 2026
- Accounts · 2,570 to 2,819Oct 21, 2025 to Feb 20, 2026
- Corporate clients · 10 to 11Oct 21, 2025 to Feb 20, 2026
- HNW clients · 123 to 166Oct 21, 2025 to Feb 20, 2026
- Individual clients · 1,095 to 1,124Oct 21, 2025 to Feb 20, 2026
- Pension plan clients · 74 to 80Oct 21, 2025 to Feb 20, 2026
- Assets in custody · $39.1M to $41.8MOct 21, 2025 to Feb 20, 2026
- Employees · 20 to 19Oct 21, 2025 to Feb 20, 2026
- Financial planning clients · More than 500 to 101-250Oct 21, 2025 to Feb 20, 2026
- Discretionary RAUM · $962M to $1.1BOct 21, 2025 to Feb 20, 2026
- HNW RAUM · $251M to $347MOct 21, 2025 to Feb 20, 2026
- Individual RAUM · $288M to $309MOct 21, 2025 to Feb 20, 2026
- Non-discretionary RAUM · $11.6M to $76.3MOct 21, 2025 to Feb 20, 2026
- Pension RAUM · $417M to $472MOct 21, 2025 to Feb 20, 2026
- RAUM · $974M to $1.1BOct 21, 2025 to Feb 20, 2026
- Financial planning clients · More than 500 to More than 500Jan 15, 2025 to Apr 30, 2025
- Accounts · 2,140 to 2,570Nov 18, 2024 to Jan 15, 2025
- HNW clients · 108 to 123Nov 18, 2024 to Jan 15, 2025
- Individual clients · 985 to 1,095Nov 18, 2024 to Jan 15, 2025
- Pension plan clients · 66 to 74Nov 18, 2024 to Jan 15, 2025
- Assets in custody · $11.8M to $39.1MNov 18, 2024 to Jan 15, 2025
- Discretionary RAUM · $947M to $962MNov 18, 2024 to Jan 15, 2025
- HNW RAUM · $205M to $251MNov 18, 2024 to Jan 15, 2025
- Individual RAUM · $242M to $288MNov 18, 2024 to Jan 15, 2025
- Non-discretionary RAUM · $0 to $11.6MNov 18, 2024 to Jan 15, 2025
- Pension RAUM · $482M to $417MNov 18, 2024 to Jan 15, 2025
- RAUM · $947M to $974MNov 18, 2024 to Jan 15, 2025
- Business name · ACCEL WEALTH MANAGEMENT LLC to ACCEL WEALTH MANAGEMENTFeb 6, 2024 to Mar 29, 2024
- Accounts · 1,966 to 2,140Sep 5, 2023 to Feb 6, 2024
- Advisory employees · 12 to 10Sep 5, 2023 to Feb 6, 2024
- Advisory activities · 5 to 7Sep 5, 2023 to Feb 6, 2024
- BD registered reps · 7 to 5Sep 5, 2023 to Feb 6, 2024
- Corporate clients · unset to 10.0Sep 5, 2023 to Feb 6, 2024
- HNW clients · 48 to 108Sep 5, 2023 to Feb 6, 2024
- Individual clients · 1,222 to 985Sep 5, 2023 to Feb 6, 2024
- Pension plan clients · 78 to 66Sep 5, 2023 to Feb 6, 2024
- Assets in custody · $22.6M to $11.8MSep 5, 2023 to Feb 6, 2024
- Employees · 21 to 20Sep 5, 2023 to Feb 6, 2024
- State-registered IARs · 12 to 10Sep 5, 2023 to Feb 6, 2024
- Discretionary RAUM · $823M to $947MSep 5, 2023 to Feb 6, 2024
Signals
5 dated events
- Kurt David Wedewer left Accel Wealth Management for Elevation Point Wealth Partners, Llc (registered 2023-02-17)Dec 5, 2022 · Advisor changed firm · fact
- Accel Wealth Management reported RAUM $810.3M, up 32% from $615.1M (2021-11-05 to 2022-01-26)Jan 26, 2022 · RAUM change · derived
- Accel Wealth Management reported RAUM $615.1M, up 60% from $383.8M (2020-07-23 to 2021-01-26)Jan 26, 2021 · RAUM change · derived
- Accel Wealth Management reported RAUM $383.8M, up 42% from $270.7M (2019-11-26 to 2020-02-20)Feb 20, 2020 · RAUM change · derived
- Accel Wealth Management, Llc filed its initial SEC registration (Form ADV)Dec 7, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/accel-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ACCELADVANTAGE.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 319-596-1101reportedpublic record, Form ADV, Aug 4, 2026
- Contact form
- acceladvantage.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $115Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026