Accelerated Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 568 clients last fiscal year. The firm advises 3 private funds.
Accelerated Wealth Advisors reports 571 clients. They include 489 individual clients, 79 high-net-worth individuals and 3 pooled investment vehicles. Of its assets, 98.5% ($178M across 734 accounts) are managed with discretion; $2.73M across 24 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 37% |
| High-net-worth individuals | 14% | 18% |
| Pooled investment vehicles | <1% | 46% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 489 | $66.2M | 36.7% | $135K |
| High-net-worth individuals | 79 | $31.9M | 17.7% | $404K |
| Pooled investment vehicles | 3 | $82.4M | 45.7% | $27.5M |
| Total | 571 | $180M | 100% | $316K |
- Clients
- 489
- Regulatory AUM
- $66.2M
- AUM share
- 36.7%
- Avg. per client
- $135K
- Clients
- 79
- Regulatory AUM
- $31.9M
- AUM share
- 17.7%
- Avg. per client
- $404K
- Clients
- 3
- Regulatory AUM
- $82.4M
- AUM share
- 45.7%
- Avg. per client
- $27.5M
Total
- Clients
- 571
- Regulatory AUM
- $180M
- AUM share
- 100%
- Avg. per client
- $316K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
- Financial planning clients last fiscal year
- 568
Accelerated Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning is billed hourly at $250 to $500 an hour, or as a fixed fee generally from $500 to no more than $7,000.
Arche Media owns 75% or more of Accelerated Wealth Advisors and is in turn owned by Walton Family Partners I, LLLP (75% or more). The leadership team of Accelerated Wealth Advisors includes Chief Compliance Officer Michael Walton. It has 10 employees, 3 of them in advisory roles.
Staff
- 10 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Accelerated Wealth Advisors LLC
Arche Media
Control person · since November 2021
- Owns 75% or more of Arche Media
Walton Family Partners I, LLLP
Control person · since November 2021
- Owns 75% or more of Walton Family Partners I, LLLP
The Deut 28 Dynasty Trust
Control person · since December 2021
Walton Management, LLC
General partner · Control person · since December 2021
Bill Walton
Manager · Control person · since August 2008
Accelerated Wealth Advisors’ regulatory assets fell from $286M (July 2021) to $180M (May 2026); clients fell from 2,307 to 571 and employees from 11 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $180M | 571 | 10 | 2 |
| Jun 2025June 2025 | $186M | 523 | 14 | 2 |
| Mar 2024March 2024 | $304M | 603 | 17 | 3 |
| May 2023May 2023 | $305M | 721 | 22 | 2 |
| Apr 2022April 2022 | $336M | 804 | 27 | 4 |
| Jul 2021July 2021 | $286M | 2,307 | 11 | 4 |
Besides its headquarters, Accelerated Wealth Advisors has 1 office, with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 13570 Meadowgrass DR., Ste. 100, Colorado SpringsHQ
Puerto Rico · 1 listed address
- PMB 304 425 Carr 693 Suite 1, Dorado
Contact and registration details
- Legal name
- Accelerated Wealth Advisors LLC
- Headquarters
- 13570 Meadowgrass DR., Ste. 100, Colorado Springs, CO 80921
- Website
- Not reported
- Phone
- 719-466-5630
- @acceleratedwealthcos
- SEC file
- 801-108636
- Structure
- Colorado LLC
- Fiscal year end
- December
Accelerated Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($96.9M). Accelerated Wealth Advisors has custody of $51.3M for 232 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $96.9M100%
At year end, Accelerated Wealth Advisors’ separately managed accounts were largely in funds (23%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds23%
- Registered funds22%
- Pooled vehicles1%
- Bonds4%
- State and local bonds3%
- Investment grade corporate bonds1%
- Cash5%
- Other46%
- Structured notes46%
How many clients does Accelerated Wealth Advisors have?
Accelerated Wealth Advisors has 571 clients and manages $180 million for them, as of May 2026. They include 489 individual clients, 79 high-net-worth individuals and 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Accelerated Wealth Advisors offer?
Accelerated Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Accelerated Wealth Advisors use?
Accelerated Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $96.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Accelerated Wealth Advisors have?
Accelerated Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 10 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Accelerated Wealth Advisors invest in?
At the end of its last fiscal year, Accelerated Wealth Advisors’ separately managed accounts held 46% other, 22% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 46% other category is described as: Structured Notes. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Accelerated Wealth Advisors?
Accelerated Wealth Advisors is owned through a chain of holding companies by the Deut 28 Dynasty Trust. Its direct owner is Arche Media (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Accelerated Wealth Advisors get paid?
Accelerated Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Accelerated Wealth Advisors?
Accelerated Wealth Advisors’ main office is at 13570 Meadowgrass DR., Ste. 100, Colorado Springs, CO 80921. Its phone number is 719-466-5630.