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ACCELERATED WEALTH ADVISORS LLC

COLORADO SPRINGS, CO · CRD 170022 · IAPD ↗ · 719-466-5630

$180.5MRegulatory AUM
3Advisory reps
10Employees
0Clients
More than 500Planning clients
3Private funds
24States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — ACCELERATED WEALTH ADVISORS LLC notice-filed in MI, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2025 — ACCELERATED WEALTH ADVISORS LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
September 2024 — ACCELERATED WEALTH ADVISORS LLC reported RAUM down 29% ($303.8M -> $216.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
September 2024 — ACCELERATED WEALTH ADVISORS LLC now reports 1 private fund(s) ($15.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
53
March 2024 — ACCELERATED WEALTH ADVISORS LLC shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.