ACCELERATED WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2016

Total AUM

$180M

Discretionary

$178M

98% of AUM

Avg account

$238K

Accounts

758

Employees

Advisory reps

Firm details

Headquarters: COLORADO SPRINGS, Colorado
CRD number: 170022
Registered since: November 10, 2016
Website: www.acceleratedwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles45.66%
Individuals36.67%
HNWI17.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Accelerated Wealth Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2016. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator. Its advisory services include financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements are flexible and include percentage-of-AUM pricing as well as hourly, fixed-fee, and performance-based structures. The firm identifies itself as an active ESG investor and has affiliations that include acting as an investment adviser to other entities, working with insurance companies, and sponsoring private investment vehicles in GP or managing-member roles.