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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 10 | decreased by4 |
| Apr 1, 2026 | Clients | 523 | 571 | increased by48 |
| Apr 1, 2026 | AUM | $186,280,410 | $180,488,828 | decreased by$5,791,582 |
| Apr 1, 2026 | Accounts | 740 | 758 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 14 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 804 | 523 | decreased by281 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $335,809,359 | $186,280,410 | decreased by$149,528,949 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,894 | 740 | decreased by2,154 |
| Apr 1, 2022 | Employees | 12 | 27 | increased by15 |
| Apr 1, 2022 | Clients | 2,307 | 804 | decreased by1,503 |
| Apr 1, 2022 | AUM | $286,149,678 | $335,809,359 | increased by$49,659,681 |
| Apr 1, 2022 | Accounts | 2,307 | 2,894 | increased by587 |
| Sep 1, 2021 | Employees | 11 | 12 | increased by1 |
| Aug 1, 2021 | Employees | 12 | 11 | decreased by1 |
| May 1, 2021 | Employees | 11 | 12 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCELERATED WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCELERATED WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.