{
  "crd_number": 170022,
  "slug": "accelerated-wealth-advisors-llc-colorado-springs-co-170022",
  "primary_business_name": "ACCELERATED WEALTH ADVISORS LLC",
  "legal_name": "ACCELERATED WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Colorado Springs",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "17820",
  "metro": {
    "cbsa_code": "17820",
    "common_name": "Colorado Springs",
    "msa_name": "Colorado Springs, CO",
    "path": "/advisors/co/colorado-springs"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-11-10",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": 180488828.0,
  "raum_discretionary": 177754008.0,
  "raum_non_discretionary": 2734820.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 66177485.0,
      "count": 489
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 31899618.0,
      "count": 79
    },
    "pooled_investment_vehicles": {
      "raum": 82411725.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "ID",
    "IN",
    "KS",
    "MI",
    "MO",
    "NC",
    "NE",
    "NH",
    "NM",
    "PA",
    "PR",
    "SC",
    "TN",
    "TX",
    "UT",
    "WI"
  ],
  "websites": [
    "https://acceleratedwealth.com",
    "https://facebook.com/ACCELERATEDWEALTHCOLORADOSPRINGS",
    "https://facebook.com/ACCELERATEDWEALTHLLC",
    "https://facebook.com/ACCELERATEDWEALTHSHOW",
    "https://linkedin.com/company/acceleratedwealthcos",
    "https://twitter.com/acwealth",
    "https://youtube.com/channel/UCq1Ch3Q7onnCyH_lfsDGHNg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170022",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "COLORADO SPRINGS",
  "url": "https://advisorcensus.com/firm/accelerated-wealth-advisors-llc-colorado-springs-co-170022",
  "display_name": "Accelerated Wealth Advisors LLC",
  "summary": "Accelerated Wealth Advisors LLC is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.",
  "citation": "AdvisorCensus. Accelerated Wealth Advisors LLC (CRD 170022): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Accelerated Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Accelerated Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Accelerated Wealth Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $250 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Accelerated Wealth Advisors LLC located?",
      "a": "Accelerated Wealth Advisors LLC's principal office is in Colorado Springs, CO, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Accelerated Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Accelerated Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 170022."
    },
    {
      "q": "How much does Accelerated Wealth Advisors LLC manage?",
      "a": "Accelerated Wealth Advisors LLC reports $180,488,828 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (98% discretionary)."
    },
    {
      "q": "How have Accelerated Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Accelerated Wealth Advisors LLC: Regulatory assets under management: $286,149,678 in the October 2021 data and $180,488,828 in the October 2026 data, down 37%. Total employees: 12 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Accelerated Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (489); high net worth individuals (79); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Accelerated Wealth Advisors LLC use?",
      "a": "Accelerated Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Accelerated Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170022"
    },
    {
      "q": "What changed in Accelerated Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 286149678.0,
      "total_employees": 12,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 335809359.0,
      "total_employees": 27,
      "filing_date": "2022-04-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 304773921.0,
      "total_employees": 22,
      "filing_date": "2023-09-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 216898385.0,
      "total_employees": 17,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186280410.0,
      "total_employees": 14,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 180488828.0,
      "total_employees": 10,
      "filing_date": "2026-05-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Registered or notice-filed in MI, UT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $500 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (financial planning services)"
        ],
        "quotes": [
          "The Firm provides financial planning services under an hourly fee arrangement. An hourly fee of $250 - $500 per hour"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "The Firm provides financial planning services under an hourly fee arrangement. An hourly fee of $250 - $500 per hour"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/accelerated-wealth-advisors-llc-colorado-springs-co-170022.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 489,
      "fewer_than_5": false,
      "raum": 66177485.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 79,
      "fewer_than_5": false,
      "raum": 31899618.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 82411725.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170022",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}