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ACCELERATED WEALTH ADVISORS LLC
COLORADO SPRINGS, CO
719-466-5630
SEC #801-108636Total AUM
$180.5M
Employees
10Clients
571Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13570 MEADOWGRASS DR.
STE. 100
COLORADO SPRINGS
CO 80921
United States
STE. 100
COLORADO SPRINGS
CO 80921
United States
Operating Hours
9:00 AM TO 5:00 PM
IN OFFICE ON M. - TH. AND VIRTUAL ON FRIDAY
IN OFFICE ON M. - TH. AND VIRTUAL ON FRIDAY
Phone
719-466-5630
Other Offices
1
Financials
Total AUM
$180.5M
Accounts
758Discretionary
$177.8M
Accounts
734Non-Discretionary
$2.7M
Accounts
24
Clients
Individual Clients
489AUM
$66.2M
HNW Individual Clients
79AUM
$31.9M
Pooled Vehicle Clients
3AUM
$82.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
AZCACOFLIAIDMIMONEPRTNTXUT
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.