COLORADO SPRINGS, COCRD 170022Latest ADV March 31, 2026
Accelerated Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 31, 2026, reports $180M in regulatory assets under management, 10 employees, 1 office, and 758 accounts.
Assets Under Management
$180M
Employees
10
Offices
1 office
Total Clients
571
Primary office
COLORADO SPRINGS, CO
13570 MEADOWGRASS DR., STE. 100, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.6% of total clients.
Top client categories% of clientsClients
1
Individuals
85.6%
489
2
HNWI
13.8%
79
3
Pooled Investment Vehicles
0.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 31, 2026
Discretionary98.5%
$178M
98% of total RAUM98.5%
Non-discretionary1.5%
$3M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$180M
Total Accounts758
10Y AUM Change+$35M (+24.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee57:1
10Y Employee Change-4 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.