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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2024
- Office Locations
- 1
Office Locations
About Wealth Accel
Wealth Accel is an Ohio-registered, fee-only fiduciary RIA offering holistic financial planning for retirement, including portfolio management and strategic tax planning. The firm emphasizes a disciplined, evidence-based investment approach and ongoing monitoring to keep plans aligned with client goals. It highlights CFP and NAPFA credentials and supports custody through major platforms such as Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW MICHAEL WILL
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #5230212
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,754,313 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,754,313 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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