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ACCELERATE RETIREMENT
Legal name: ACCELERATE INVESTMENT ADVISORS LLC
CRD 325859File 801-127772
APPROVED
Retail clients
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.4M
Below cohort median (national)
Discretionary AUM
$271.4M
Non-discretionary $44.0M
Clients
1,064
905 accounts
Employees
40
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 28, 2023
- Principal office
- 120 VANTIS DR., SUITE 330, ALISO VIEJO, CA, 92656
- Phone
- 888-439-7071
- Website
- https://tealretirement.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.4M
- Discretionary AUM
- $271.4M
- Non-discretionary AUM
- $44.0M
- Discretionary accounts
- 861
- Non-discretionary accounts
- 44
- Total accounts
- 905
- AUM per client
- $296K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $6.5M |
| High net worth individuals | 48 | $114.6M |
| Pension and profit sharing plans | 577 | $18.4M |
| Individuals (other than high net worth individuals) | 434 | $144.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,076 | 1,064 | decreased by12 |
| Apr 1, 2026 | Employees | 39 | 40 | increased by1 |
| Apr 1, 2026 | Clients | 916 | 1,076 | increased by160 |
| Apr 1, 2026 | AUM | $242,848,720 | $315,370,800 | increased by$72,522,080 |
| Apr 1, 2026 | Accounts | 704 | 905 | increased by201 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 36 | 39 | increased by3 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCELERATE RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCELERATE RETIREMENT” 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.