SEC-registered independent wealth management RIA
Accelerated Wealth Advisors LLC
As of its Form ADV filed May 5, 2026, Accelerated Wealth Advisors LLC, an SEC-registered independent wealth management RIA in Colorado Springs, Colorado, reported $180.5 million in regulatory assets under management across 758 accounts, ranking #159 among independent RIAs in Colorado by assets.
Registration
- Main office
- Colorado Springs, CO
- Registration
- SEC-registered, Approved
- CRD number
- 170022
- SEC file number
- 801-108636
- Registered since
- November 10, 2016
- Latest Form ADV filing
- May 5, 2026
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 1
Key figures
- Regulatory assets under management
- $180.5 million
- Discretionary
- $177.8 million (98.5%)
- Non-discretionary
- $2.7 million
- Accounts
- 758 (734 discretionary)
- Clients
- 571, approximate as reported
- Employees
- 10
- Advisory staff
- 3 performing investment advisory functions
- Average account
- $238,112
- Asset growth, 1 year
- -3.1% (from $186.3 million a year earlier)
- Asset growth, 3-year annual rate
- -16.0% (from $304.8 million three years earlier)
- Asset growth, 5-year annual rate
- -8.8% (from $286.1 million five years earlier)
- Client growth, 1 year
- 9.2% (from 523)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Colorado | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #5,732 | #159 | $180.5 million |
| Fastest-growing independent RIAs over one year | #6,468 | #190 | -3.1%from $186.3 million |
| Fastest-growing independent RIAs over three years | #5,460 | #153 | -16.0%from $304.8 million |
| Fastest-growing independent RIAs over five years | #4,669 | #129 | -8.8%from $286.1 million |
| Independent RIAs with the most clients | #1,921 | #47 | 571 |
| Independent RIAs with the fastest client growth over one year | #1,679 | #51 | 9.2%from 523 |
| Independent RIAs with the most accounts | #3,423 | #98 | 758 |
| Independent RIAs with the most advisory staff | #4,542 | #135 | 3 |
| Independent RIAs with the most high net worth clients | #3,923 | #113 | 79 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 2, 2017 | $145.0 million |
| October 1, 2018 | $211.6 million |
| October 1, 2019 | $201.2 million |
| October 1, 2020 | $269.3 million |
| October 4, 2021 | $286.1 million |
| October 3, 2022 | $335.8 million |
| October 5, 2023 | $304.8 million |
| October 1, 2024 | $216.9 million |
| September 2, 2025 | $186.3 million |
| October 2, 2026 | $180.5 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Pooled investment vehicles 3 clients | $82.4 million | |
| Individuals (other than high net worth) 489 clients | $66.2 million | |
| High net worth individuals 79 clients | $31.9 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
Financial planning clients (Item 5.H): 568.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Other investment adviser
- Insurance company or agency
- Sponsor or syndicator of limited partnerships
- Sponsor, general partner or managing member of pooled investment vehicles
Advises 3 private funds (Item 7.B).
Custody (Item 9)
The firm reported custody of client cash or securities, $133.8 million in total.
Investment adviser representatives
- IARs registered with the firm
- 0
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 3
IAR registrations by jurisdiction are not available for this firm. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 1 disclosure question. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Colorado
| Firm | City | RAUM |
|---|---|---|
| Elevate Capital Advisors | Eagle | $183.3 million |
| Hoffmann Hermanson | Denver | $183.0 million |
| Cornerstone Investment Advisors, LLC | Boulder | $180.8 million |
| Silverpeak Wealth Advisors | Boulder | $177.4 million |
| Downing Street Wealth Management LLC | Greenwood Village | $175.6 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Accelerated Wealth Advisors LLC on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.acceleratedwealth.com
- Independent RIAs in Colorado
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.