ACCELERATED WEALTH ADVISORS LLC
Adviser information for ACCELERATED WEALTH ADVISORS LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 990 | $173.9M |
| Non-Discretionary | 664 | $130.0M |
| Total | 1,654 | $303.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 466 | $130.9M |
| HNW Individuals | 137 | $172.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $80,180 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-108636 |
|---|---|
| SEC ERA File Number | 801-108636 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170022 |
| Legal Entity Identifier | None |
Principal Office
13570 MEADOWGRASS DR.STE. 100
COLORADO SPRINGS
CO
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 719-466-5631, Fax: None
Chief Compliance Officer
RICHARD NUMMI
GENERAL COUNSEL
13570 MEADOWGRASS DR.
SUITE 100
COLORADO SPRINGS
CO
United States
Tel:
719-466-5627
Fax:
719-284-7113
R*******@********************M
(Full email address available in API data)
Regulatory Contact
JOHN WALTON
DIRECTOR OF COMPLIANCE
13570 MEADOWGRASS DR.
SUITE 100
COLORADO SPRINGS
CO
United States
Tel:
719-900-8787
J****@********************M
(Full email address available in API data)
Industry Affiliates
| ACCELERATED WEALTH, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAJ TRUST | Domestic Entity | ARCHE MEDIA | OWNER | 10/2013 | > 75% |
| WALTON, BILL, JACK | Individual | – | PRESIDENT | 07/2014 | < 5% |
| ARCHE MEDIA | Domestic Entity | – | MEMBER | 07/2014 | > 75% |
| WALTON, BILL, JACK | Individual | MAJ TRUST | TRUSTEE | 08/2008 | |
| Walton, Nathalie | Individual | MAJ TRUST | TRUSTEE | 08/2008 | |
| PREMIER TRUST | Domestic Entity | MAJ TRUST | THIRD PARTY TRUSTEE | 08/2008 | |
| PALMER, MICHELLE, CHRISTINE | Individual | – | CHIEF OPERATIONS OFFICER | 08/2022 | < 5% |
| WALTON, JOHN, GARY | Individual | – | DIRECTOR OF COMPLIANCE | 10/2022 | < 5% |
| NUMMI, RICHARD, MARK | Individual | – | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 10/2022 | < 5% |