WEALTH ACCEL

WEALTH ACCEL of CENTERVILLE, OH is an SEC-registered investment adviser (CRD 330912). Regulatory assets under management: $74.8M.

Registration

• CRD: 330912
• Type: Registered investment adviser
• Location: 81 RHOADS CENTER DR. SUITE A, CENTERVILLE, OH, 45458
• Phone: (937) 949-5254
• Latest filing: 2026-03-31
• Regulatory AUM: $74.8M
• Discretionary AUM: $74.8M
• Clients: 1
• Accounts: 258

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search