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ACCELERATED WEALTH ADVISORS LLC
CRD 170022File 801-108636
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$180.5M
Bottom 25% of cohort (national)
Discretionary AUM
$177.8M
Non-discretionary $2.7M
Clients
571
758 accounts
Employees
10
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 10, 2016
- Principal office
- 13570 MEADOWGRASS DR., STE. 100, COLORADO SPRINGS, CO, 80921
- Phone
- 719-466-5630
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $180.5M
- Discretionary AUM
- $177.8M
- Non-discretionary AUM
- $2.7M
- Discretionary accounts
- 734
- Non-discretionary accounts
- 24
- Total accounts
- 758
- AUM per client
- $316K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $31.9M |
| Pooled investment vehicles | 3 | $82.4M |
| Individuals (other than high net worth individuals) | 489 | $66.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.