{"url":"https://nivawealth.com/firms/accelerated-wealth-advisors-170022","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170022","regulatoryAum":180488828,"crd":"170022","history":[{"filedOn":"2021-07-06","regulatoryAum":286149678,"clients":2307,"employees":11,"offices":4},{"filedOn":"2022-04-18","regulatoryAum":335809359,"clients":804,"employees":27,"offices":4},{"filedOn":"2023-05-15","regulatoryAum":304773921,"clients":721,"employees":22,"offices":2},{"filedOn":"2024-03-21","regulatoryAum":303829844,"clients":603,"employees":17,"offices":3},{"filedOn":"2025-06-04","regulatoryAum":186280410,"clients":523,"employees":14,"offices":2},{"filedOn":"2026-05-05","regulatoryAum":180488828,"clients":571,"employees":10,"offices":2}],"secFileNumber":"801-108636","legalName":"Accelerated Wealth Advisors LLC","displayName":"Accelerated Wealth Advisors","slug":"accelerated-wealth-advisors-170022","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/acceleratedwealthcos/","founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"13570 Meadowgrass DR., Ste. 100","city":"Colorado Springs","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80921"},"tradeNames":[],"registration":{"secApproved":"10 November 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":172670.9559859155,"staff":{"employees":10,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":180488828,"discretionary":177754008,"discretionaryAccounts":734,"nonDiscretionary":2734820,"nonDiscretionaryAccounts":24,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":489,"regulatoryAum":66177485},{"label":"High-net-worth individuals","clients":79,"regulatoryAum":31899618},{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":82411725}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038671","versionId":1038671,"submittedOn":"2026-03-31","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:51:58.391888+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038671","versionId":1038671,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":96945963}],"custodyNote":"Accelerated Wealth Advisors has custody of $51.3M for 232 clients.","otherCustodians":[],"leadership":[{"name":"Michael Walton","title":"Chief Compliance Officer","crd":"8260032"}],"ownership":[{"label":"Arche Media","detail":"Member in the 75% or more ownership band and a control person, since November 2021."},{"label":"Walton Management, LLC","detail":"Indirect owner: general partner of Walton Family Partners I, LLLP and a control person, since December 2021.","parent":"Walton Family Partners I, LLLP"},{"label":"Bill Walton","detail":"Indirect owner: manager of Arche Media and a control person, since August 2008. Also manager of Walton Management, LLC and a control person, since December 2021.","parent":"Arche Media"},{"label":"Walton Family Partners I, LLLP","detail":"Indirect owner: a member of Arche Media in the 75% or more band and a control person, since November 2021.","parent":"Arche Media"},{"label":"The Deut 28 Dynasty Trust","detail":"Indirect owner: a limited partner of Walton Family Partners I, LLLP in the 75% or more band and a control person, since December 2021. Also a member of Walton Management, LLC in the 75% or more band and a control person, since December 2021.","parent":"Walton Family Partners I, LLLP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"13570 Meadowgrass DR., Ste. 100","city":"Colorado Springs","headquarters":true}]},{"state":"Puerto Rico","offices":1,"addresses":[{"street":"PMB 304 425 Carr 693 Suite 1","city":"Dorado"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"719-466-5630","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"568","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. state and local bonds","percent":3},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":22},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":46,"detail":"Structured Notes"}],"privateFunds":3},"sources":{"adv1FilingDate":"5 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/170022/PDF/170022.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038671","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Accelerated Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Accelerated Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Accelerated Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Accelerated Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Accelerated Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Accelerated Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Accelerated Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Accelerated Wealth Advisors?","answer":"Accelerated Wealth Advisors’ main office is at 13570 Meadowgrass DR., Ste. 100, Colorado Springs, CO 80921. Its phone number is 719-466-5630.","source":"Form ADV Part 1A, Item 1.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}