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ACCELERATE RETIREMENT

ALISO VIEJO, CA · CRD 325859 · IAPD ↗ · lbgadvisors.com · 888-439-7071

$315.4MRegulatory AUM
31Advisory reps
40Employees
562Clients
0Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
October 2026 — ACCELERATE RETIREMENT changed its website from accelerateretirement.com to lbgadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
October 2026 — ACCELERATE RETIREMENT added office(s): 18 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
August 2026 — ACCELERATE RETIREMENT changed its website from alkemefinancial.com to accelerateretirement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
July 2026 — ACCELERATE RETIREMENT changed its website from tealretirement.com to alkemefinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
July 2026 — ACCELERATE RETIREMENT notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — ACCELERATE RETIREMENT added office(s): 14 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — ACCELERATE RETIREMENT reported RAUM up 30% ($242.8M -> $315.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — ACCELERATE RETIREMENT notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2026 — ACCELERATE RETIREMENT notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
December 2025 — ACCELERATE RETIREMENT notice-filed in IL, LA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — ACCELERATE RETIREMENT added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
June 2025 — ACCELERATE RETIREMENT changed its website from accelerateretirement.com to vpisfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
46
June 2025 — ACCELERATE RETIREMENT notice-filed in ID, NV, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
March 2025 — ACCELERATE RETIREMENT changed its website from sapers-wallack.com to accelerateretirement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
March 2025 — ACCELERATE RETIREMENT added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2025 — ACCELERATE RETIREMENT notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — ACCELERATE RETIREMENT added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
February 2025 — ACCELERATE RETIREMENT reported RAUM up 40% ($173.5M -> $242.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — ACCELERATE RETIREMENT notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — ACCELERATE RETIREMENT added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
November 2024 — ACCELERATE RETIREMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
44
August 2024 — ACCELERATE RETIREMENT notice-filed in FL, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
August 2024 — ACCELERATE RETIREMENT reported RAUM up 67% ($104.0M -> $173.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
June 2024 — ACCELERATE RETIREMENT notice-filed in CO, MA, NM, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — ACCELERATE RETIREMENT added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2024 — ACCELERATE RETIREMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
February 2024 — ACCELERATE RETIREMENT reported RAUM up 38% ($75.6M -> $104.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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