DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Accelerated Wealth Advisors LLC

Independent wealth managerColorado Springs, ColoradoCRD 170022SEC 801-108636websiteIAPD
Latest filing May 5, 2026
First filing on the tape Nov 3, 2016 · 42 filings
SEC status approved since Nov 10, 2016
RAUM
$180M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
54%
$98.1M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$180M
derived; firm RAUM over IAPD count
Employees
10
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$180M as of May 5, 2026
Mar 31, 2017$145M then
HNW client RAUM$31.9M as of May 5, 2026
Mar 27, 2018$74.0M then
State-registered IARs (5.B.3)3 as of May 5, 2026
Mar 31, 201714 then
Employees (5.A)10 as of May 5, 2026
Mar 31, 201714 then
Private funds3 as of May 5, 2026
Mar 6, 20251 then
RAUM -3.1% over the last fiscal year-16% a year over threeIARs 4 to 3
Practice profile
derived from the filing of May 5, 2026; every figure names its basis
Archetypes, each a printed rule
  • Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
  • RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$180MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
568derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$403,793derivedHNW RAUM over HNW clients
Average account
$238,112derivedRAUM over accounts (5.F.2.f)
Discretionary
98%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
10.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
-3.1%derivedbetween the last two annual amendments
Advisor growth, one year
-25%derivedItem 5.B.3 between annual amendments
Client growth, one year
+8.8%derived
Compensation
percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
Financial planning clients
568reportedItem 5.H
Custody
$51.3M, 232 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$82.4M46%
  • Individuals$66.2M37%
  • High-net-worth individuals$31.9M18%
Individual clients
489reported
HNW clients
79reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
758reported
Financial planning clients
568reported
Wrap fee programs
noreported
Custody of client assets
$51.3M for 232 clientsreported
Compensation
% of AUM, fixed, hourly, performancereported
Class basis
private_client_share=0.54 fund_share=0.46 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 200% of current headcount8 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    1 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    Accelerator I LLCPrivate Equity Fund$15.5M1Aug 28, 2024
    Owners and control persons
    Schedule A and B, latest filing
    • Mark Richard Nummi · Chief Compliance Officer And General Counselcontrol
      since 10/2022 · owns less than 5%
    • Christine Michelle Palmer · Chief Operations Officercontrol
      since 08/2022 · owns less than 5%
    • Jack Bill Walton · Presidentcontrol
      since 07/2014 · owns less than 5%
    • Jack Bill Walton · Trusteecontrol
      since 08/2008 · owns F of Maj Trust
    • Nathalie Walton · Trusteecontrol
      since 08/2008 · owns F of Maj Trust
    Entity owners
    • Arche Media · Member
      direct · owns 75% or more
    • Maj Trust · Owner
      indirect · owns 75% or more of Arche Media
    • Premier Trust · Third Party Trustee
      indirect · owns F of Maj Trust
    Related persons
    Schedule D 7.A
    • Accelerated Consulting And Management LLC
      pooled vehicle sponsorn
    • Accelerated Wealth, LLC
      real estaten
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Colorado Springs, Co · principal102
    Offices
    Schedule D 1.F, the 25 largest
    • Dorado, PR2 employees
    • , 1 employees
    ADV anomalies
    3 against comparable advisers; where to look, not conclusions
    • HNW share shiftChange between filings · filing Mar 31, 2026
      HNW share of RAUM moved from 44.0% to 18.0% between the annual amendments of 2025-03-06 and 2026-03-31
      peers: independent wealth managers, $100M to $500M (5,676)
    • client mix shiftChange between filings · filing Mar 31, 2026
      private-client share of RAUM moved from 84.0% to 54.0% between the annual amendments of 2025-03-06 and 2026-03-31
      peers: independent wealth managers, $100M to $500M (5,676)
    • discretionary share shiftChange between filings · filing Mar 31, 2026
      discretionary share of RAUM moved from 61.0% to 98.0% between the annual amendments of 2025-03-06 and 2026-03-31
      peers: independent wealth managers, $100M to $500M (5,676)
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 740 to 758
      Sep 15, 2025 to Mar 31, 2026
    • Advisory employees · 4 to 3
      Sep 15, 2025 to Mar 31, 2026
    • Corporate clients · unset to 0.0
      Sep 15, 2025 to Mar 31, 2026
    • HNW clients · 19 to 79
      Sep 15, 2025 to Mar 31, 2026
    • Individual clients · 503 to 489
      Sep 15, 2025 to Mar 31, 2026
    • Pooled vehicle clients · 1 to 3
      Sep 15, 2025 to Mar 31, 2026
    • Assets in custody · $46.8M to $51.3M
      Sep 15, 2025 to Mar 31, 2026
    • Employees · 14 to 10
      Sep 15, 2025 to Mar 31, 2026
    • State-registered IARs · 4 to 3
      Sep 15, 2025 to Mar 31, 2026
    • Private funds · 1 to 3
      Sep 15, 2025 to Mar 31, 2026
    • Discretionary RAUM · $113M to $178M
      Sep 15, 2025 to Mar 31, 2026
    • HNW RAUM · $81.3M to $31.9M
      Sep 15, 2025 to Mar 31, 2026
    • Individual RAUM · $75.9M to $66.2M
      Sep 15, 2025 to Mar 31, 2026
    • Non-discretionary RAUM · $73.2M to $2.7M
      Sep 15, 2025 to Mar 31, 2026
    • Pooled vehicle RAUM · $27.7M to $82.4M
      Sep 15, 2025 to Mar 31, 2026
    • RAUM · $186M to $180M
      Sep 15, 2025 to Mar 31, 2026
    • Financial planning clients · More than 500 to More than 500
      Mar 6, 2025 to Jun 4, 2025
    • Accounts · 2,234 to 740
      Oct 4, 2024 to Mar 6, 2025
    • Advisory activities · 2 to 3
      Oct 4, 2024 to Mar 6, 2025
    • Corporate clients · 2.0 to unset
      Oct 4, 2024 to Mar 6, 2025
    • HNW clients · 36 to 19
      Oct 4, 2024 to Mar 6, 2025
    • Individual clients · 314 to 503
      Oct 4, 2024 to Mar 6, 2025
    • Assets in custody · $29.0M to $46.8M
      Oct 4, 2024 to Mar 6, 2025
    • Employees · 17 to 14
      Oct 4, 2024 to Mar 6, 2025
    • Financial planning clients · 0 to More than 500
      Oct 4, 2024 to Mar 6, 2025
    • Other offices · 2 to 1
      Oct 4, 2024 to Mar 6, 2025
    • Discretionary RAUM · $151M to $113M
      Oct 4, 2024 to Mar 6, 2025
    • HNW RAUM · $74.2M to $81.3M
      Oct 4, 2024 to Mar 6, 2025
    • Individual RAUM · $125M to $75.9M
      Oct 4, 2024 to Mar 6, 2025
    • Non-discretionary RAUM · $65.8M to $73.2M
      Oct 4, 2024 to Mar 6, 2025
    • Pooled vehicle RAUM · $15.5M to $27.7M
      Oct 4, 2024 to Mar 6, 2025
    • RAUM · $217M to $186M
      Oct 4, 2024 to Mar 6, 2025
    • Related adviser · false to true
      Oct 4, 2024 to Mar 6, 2025
    • Accounts · 1,654 to 2,234
      Mar 21, 2024 to Aug 28, 2024
    • Charity clients · unset to 0.0
      Mar 21, 2024 to Aug 28, 2024
    • Corporate clients · 0 to 2
      Mar 21, 2024 to Aug 28, 2024
    • HNW clients · 137 to 36
      Mar 21, 2024 to Aug 28, 2024
    • Individual clients · 466 to 314
      Mar 21, 2024 to Aug 28, 2024
    • Pooled vehicle clients · 0 to 1
      Mar 21, 2024 to Aug 28, 2024
    • Assets in custody · $29.8M to $29.0M
      Mar 21, 2024 to Aug 28, 2024
    Signals
    25 dated events
    • Luke Vanzo left Accelerated Wealth Advisors Llc for Lighthouse Financial Llc (registered 2026-05-05)
      May 5, 2026 · Advisor changed firm · fact
    • Austin Michael Cooper left Accelerated Wealth Advisors Llc for Horizon Wealth (registered 2026-04-21)
      Apr 13, 2026 · Advisor changed firm · fact
    • Gary John Walton (Director Of Compliance) no longer on Schedule A of Accelerated Wealth Advisors Llc (listed 2024-03-21, absent 2024-08-28)
      Aug 28, 2024 · Control person left · inference
    • Paul D Bishop left Accelerated Wealth Advisors Llc for Cwm, Llc (registered 2024-02-05)
      Jan 17, 2024 · Advisor changed firm · fact
    • Mackenzie Karner Bekeza left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2024-01-08)
      Jan 8, 2024 · Advisor changed firm · fact
    • Susan Diane Auer left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2024-01-08)
      Jan 8, 2024 · Advisor changed firm · fact
    • Raymond E Hart left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2024-01-08)
      Jan 8, 2024 · Advisor changed firm · fact
    • Chris David Abeyta left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2024-01-08)
      Jan 8, 2024 · Advisor changed firm · fact
    • Dustin Eugene West left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2024-01-06)
      Jan 8, 2024 · Advisor changed firm · fact
    • Accelerated Wealth Advisors LLC's advisors moved to Rfg Advisory, LLC (Colorado Springs, CO): 5 of 6 registered, on the same day
      Jan 8, 2024 · Firm absorbed (people side) · derived
    • Kyle William Householder left Accelerated Wealth Advisors Llc for Petra Financial Advisors Inc (registered 2023-08-17)
      Jul 28, 2023 · Advisor changed firm · fact
    • Brittany Jean Rogers left Accelerated Wealth Advisors Llc for Sovereign Financial Group, Inc. (registered 2023-03-17)
      Mar 20, 2023 · Advisor changed firm · fact
    • Nathan Scott Yeomans left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2023-01-31)
      Feb 3, 2023 · Advisor changed firm · fact
    • Gregg Michael Indovina left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2023-01-31)
      Feb 2, 2023 · Advisor changed firm · fact
    • 2 advisors left Accelerated Wealth Advisors LLC (Colorado Springs, CO) for Rfg Advisory, LLC a day apart
      Feb 2, 2023 · Team lift-out · derived
    • Marcia Annette Miller left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2022-11-01)
      Nov 11, 2022 · Advisor changed firm · fact
    • Matthew Justin Dealy (Chief Compliance Officer/Chief Operations Officer) no longer on Schedule A of Accelerated Wealth Advisors Llc (listed 2022-04-18, absent 2022-11-04)
      Nov 4, 2022 · Control person left · inference
    • Christine Michelle Palmer (Chief Operations Officer) appeared on Schedule A of Accelerated Wealth Advisors Llc
      Nov 4, 2022 · Control person joined · fact
    • Gary John Walton (Director Of Compliance) appeared on Schedule A of Accelerated Wealth Advisors Llc
      Nov 4, 2022 · Control person joined · fact
    • Mark Richard Nummi (Chief Compliance Officer And General Counsel) appeared on Schedule A of Accelerated Wealth Advisors Llc
      Nov 4, 2022 · Control person joined · fact
    • James Morgan Rogers left Accelerated Wealth Advisors Llc for Aurelius Family Office, Llc (registered 2025-08-12)
      Oct 6, 2022 · Advisor changed firm · fact
    • Melissa Marie Starr left Accelerated Wealth Advisors Llc for Corundum Group, Inc. (registered 2022-04-25)
      Apr 18, 2022 · Advisor changed firm · fact
    • Matthew Justin Dealy (Chief Compliance Officer/Chief Operations Officer) appeared on Schedule A of Accelerated Wealth Advisors Llc
      Apr 18, 2022 · Control person joined · fact
    • Marie Melissa Starr (Chief Compliance Officer/Coo) no longer on Schedule A of Accelerated Wealth Advisors Llc (listed 2022-03-21, absent 2022-04-18)
      Apr 18, 2022 · Control person left · inference
    • Accelerated Wealth Advisors Llc filed its initial SEC registration (Form ADV)
      Nov 3, 2016 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/acceleratedwealthcosreportedpublic record, Form ADV, Sep 17, 2026
    Website
    ACCELERATEDWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    719-466-5630reportedpublic record, Form ADV, May 5, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $180Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026