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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Accelerated Wealth Advisors LLC
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|---|---|
| CRD # | 170022 |
| SEC # | 801-108636 |
| CIK # | |
| AUM | $186.3 M (2025-06-04) |
| Employees | 14 (29% Investors, 0% Brokers) |
| Phone | 719-466-5630 |
| Address | 13570 Meadowgrass Dr Colorado Springs, CO 80921 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Accelerator I LLC | [2024-08-28] | 26.0 | 27.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 503 | 75.9 |
| (b) Individuals (high net worth individuals) | 19 | 81.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 27.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 740 | 186.3 |
| By Discretionary | ||
| Discretionary | 663 | 113.1 |
| Non-Discretionary | 77 | 73.2 |
| Total | 740 | 186.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.3 | |
| Total | 740 | 186.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Bill Walton | 5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heights LLC
✚
|
CA | 0.2 |
|
Reicon Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Refined Wealth Management
✚
|
UT | 0.2 |
|
Chapel Bridge Wealth Advisors LLC
✚
|
PR | 0.2 |
|
Alliance Investment Management LLC
✚
|
MI | 0.2 |
|
Athos Private Wealth LLC
✚
|
UT | 0.2 |
|
Capital IP Investment Partners LP
✚
|
0.2 | |
|
Argus Investors' Counsel Inc
✚
|
NY | 0.2 |
|
Alan B Lancz & Associates Inc
✚
|
OH | 0.2 |
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |