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Accelerated Wealth Advisors LLC

● SEC registered since 2016CRD 170022SEC# 801-108636Colorado Springs, CO
Export (members)
Ranks #4,895 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$186.3M
Fund GAV
$27.7M
Private funds
1
Employees
14
Accounts
740
Location
Colorado Springs, CO

Accelerated Wealth Advisors LLC assets under management

Accelerated Wealth Advisors LLC operates as an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 2016. It reports $186.3 million in regulatory assets under management and employs 14 people. Accelerated Wealth Advisors LLC manages 1 private fund with combined gross assets of $27.7 million, including Accelerator I LLC. By regulatory assets, it ranks 4,895 of 5,911 private fund managers.
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Accelerated Wealth Advisors LLC private funds

1 funds · $27.7M GAV
FundTypeGross assetsMin.
Accelerator I LLCPrivate Equity$27.7M$250K

Accelerated Wealth Advisors LLC owners & executives

11 reported
NameTitleOwnershipSince
Arche Media ControlMemberOver 75%2021
Bill Jack Walton ControlPresidentUnder 5%2014
Richard Mark Nummi ControlChief Compliance Officer And General CounselUnder 5%2022
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Frequently asked questions

How much does Accelerated Wealth Advisors LLC manage?

Accelerated Wealth Advisors LLC reports $186.3 million in regulatory assets under management on its Form ADV.

How many private funds does Accelerated Wealth Advisors LLC manage?

Accelerated Wealth Advisors LLC manages 1 private funds with combined gross assets of $27.7 million.

How many employees does Accelerated Wealth Advisors LLC have?

Accelerated Wealth Advisors LLC reports 14 employees.

Where is Accelerated Wealth Advisors LLC located?

Accelerated Wealth Advisors LLC is based in Colorado Springs, CO and has been SEC-registered since 2016.

Does Accelerated Wealth Advisors LLC disclose fund performance?

Accelerated Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO 80921
Phone719-466-5630
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$113.1M
Non-discretionary$73.2M
Total (RAUM)$186.3M

Service providers

Auditor
Spicer Jeffries
Custodian
Pershing
Administrator
Ascent Group