ACCELERATED WEALTH ADVISORS LLC

ACCELERATED WEALTH ADVISORS LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 170022). Regulatory assets under management: $180.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (14)

NameRoleLocation
Bill Jack WaltonCEO/FOUNDER; MANAGER; PRESIDENT
Richard Mark NummiCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; MANAGING PARTNER
Charity Nicole AmariCHIEF COMPLIANCE OFFICER
Luke VanzoPRESIDENT/CHIEF INVESTMENT OFFICER
NUMMI RICHARD MARKCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
WALTON BILL JACKPRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; TRUSTEE
Walton NathalieTRUSTEE
Nelson ErikCHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER
INDOVINA GREGG MICHAELCHIEF INVESTMENT OFFICER
STARR MELISSA MARIECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/COO
DEALY JUSTIN MATTHEWCHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER
PALMER MICHELLE CHRISTINECHIEF OPERATIONS OFFICER
WALTON JOHN GARYDIRECTOR OF COMPLIANCE
Michael Allen WaltonCHIEF COMPLIANCE OFFICER

Disclosures (4)

InitiatedTypeAllegationsStatusAmount
regulatoryBILL WALTON AND CHRIS ABEYTA, FOUNDERS OF ACCELERATED WEALTH (AW) AND CONTROL PERSONS OF ASI CAPITAL LLC OFFERED INVESTMENTS TO THEIR CLIENTS CREATED BY ASI CAPITAL LLC BETWEEN 2012-2014. AT THE TIME, WALTON AND ABEYTA, WORKING WITH ASI CAPITAL'S ATTORNEYS BELIEVED THAT THE NOTES WERE PROPERLY BEING…Final$200K

Private funds (3)

FundTypeFormedOwnersGross asset valueMin investment
ACCELERATOR I LLCPrivate Equity FundDelaware99$58.2M$250K
ACCELERATOR II, LLCPrivate Equity FundDelaware99$19.7M$250K
ACCELERATOR III, LLCPrivate Equity FundDelaware99$4.5M$250K

Branch offices (1)

CityStateEmployeesPhone
DORADOPR2787-915-3798

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