SEC-Registered Investment Adviser
Accelerated Wealth Advisors LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 5, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- November 10, 2016
- Principal office
- 13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO 80921
- Organized as
- Limited Liability Company, CO
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $180.5M
- Discretionary / non-discretionary
- $177.8M / $2.7M
- Accounts
- 758
- Clients
- 0
- Employees
- 10, 3 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $82.4M
- Fund types
- 3 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $26.0M reported sold across them
- Client assets in custody
- $51.3M (232 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (489); high net worth individuals (79); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (3); pension and profit sharing plans (0); charitable organizations (0); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (0); other (0)
- Related persons include
- another investment adviser, an insurance company or agency, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- other regulator order, denial, suspension or revocation (Item 11D(4))
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from July 10, 2024 to July 10, 2024. Reported sold across them: $26.0M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2024 | 1 | $26.0M | 1 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.