This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 2
Office Locations
About Accel Wealth Management
Accel Wealth Management is an Iowa-based investment advisory firm serving individuals and business owners with financial planning and investment management, including retirement planning and tax strategies. Portfolios use mutual funds, ETFs, and fixed income within an asset-allocation framework. The firm publishes client education via a blog and “The Accel Advantage” podcast, and a lead advisor was named Empower Financial Services’ 2025 Iowa Advisor of the Year.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD JOSEPH MANTERNACH
Managing Member
- CRD
- #1750012
- Ownership
- 10% but less than 25%
STACIE LYNN BRASS
Chief Compliance Officer, Managing Member
- CRD
- #2275932
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
MITCHELL LEE COOK
Retirement Plan Advisor
- CRD
- #4816833
SCOTT ALAN DURSCHER
Investment Advisor Representative
- CRD
- #3049265
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,071,495,911 | $382,814 |
| Non-Discretionary | $76,256,789 | $3,812,839 |
| Total | $1,147,752,700 | $407,149 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing