RIA Intel›Advisers›Ohio›WEALTH ACCEL LLC

WEALTH ACCEL LLC

Advisory

CENTERVILLE, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH

#663

of 748 advisers by AUM

Average account

$290K

across 258 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

SKYBOX FINANCIAL GROUP LLC

MIDDLEBURG HEIGHTS, OH

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VAULTIS PRIVATE WEALTH LTD

$75M

JACOBS EUGENE WILLIAM

$74M

PRISM WEALTH MANAGEMENT LLC

$76M

MDH INVESTMENT MANAGEMENT, INC.

EAST LIVERPOOL, OH

$76M

KIRKEY & CO. FINANCIAL ADVISORS, INC.

$77M

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