CRD: 170022
Accelerated Wealth Advisors LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Inspira Financial Trust · LLC · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-2014
- Office Locations
- 1
Office Locations
About Accelerated Wealth Advisors LLC
Accelerated Wealth Advisors is a Colorado Springs RIA focused on helping pre-retirees and retirees transition from accumulation to sustainable retirement income. Through its proprietary 5 Point Retirement Defense Plan, the team delivers income and tax planning, risk analysis, healthcare/long-term care planning, and estate and legacy strategies for families nationwide, with portfolios implemented across major custodial platforms including Schwab and Pershing.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Michael Allen Walton
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Dillon Matthew Widdows
Wealth Advisor
- CRD
- #6446324
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,754,008 | $242,172 |
| Non-Discretionary | $2,734,820 | $113,951 |
| Total | $180,488,828 | $238,112 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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