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Accelerated Wealth Advisors LLC

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Client assets under management

$98,077,103

Clients

568

14% high-net worth

Advisors

3

of 10 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

189

Very High

Average account size

$172,671

About

Accelerated Wealth Advisors provides discretionary and non‑discretionary portfolio management, financial planning and consulting, and specialist implementation services (including 1031 exchange/DST offerings) to individuals, high‑net‑worth clients, retirement plans and pooled investment vehicle investors. The firm also supports insurance product and annuity placements through an affiliated insurance agency as part of its implementation options.

AWA’s investment process centers on strategic asset allocation, active manager selection and ongoing manager due diligence, and it uses sub‑advisors, institutional vehicles and both traditional and alternative investments to construct client portfolios. The firm produces customized reporting and monitors compliance with client policy statements, and it offers private placement due diligence and ongoing oversight for clients who invest in pooled vehicles.

What distinguishes AWA from many peers is its role as manager and sponsor of private funds (the Accelerator private fund series) that employ management and performance‑based allocations, together with disclosure of related conflicts and internal limits on client allocations. The firm’s network of affiliated entities — including an in‑house insurance agency and a brokerage general agency, its use of third‑party sponsors for DST/1031 offerings, and its practice of permitting owner/employee investments in sponsored funds — creates implementation options and conflicts the brochure describes and documents with corresponding mitigation and disclosure procedures.

Client services

Financial planning Portfolio management

Expertise

Annuities College savings (529s, UTMA, etc.) Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning services generally range from $500 to $7,000, mutually agreed

Percentage

$0+: 0.4% - 2.35% annually (blended fee including Investment Advisor and Investment Advisor Representative fees, depending on strategy selected) +: Sub-Advisor fees range from 0.0% to 0.6% annually; total combined fee with AWA will not exceed 2.6% annually

Commissions

Commissions from insurance products and annuities sold through affiliated insurance agency; commissions vary by product

Project-based

$250 - $500 per hour for financial planning services, depending on representative and client circumstances

Performance-based

Performance fees charged by affiliated private funds (Accelerator I, II, III LLC) with specific carried interest arrangements; only available to qualified clients

Main office location

Accelerated Wealth Advisors LLC

13570 Meadowgrass Dr., Ste. 100

Colorado Springs CO 80921, United States

Number of offices

2

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Indiana · Iowa · Kansas · Michigan · Missouri · Nebraska · New Hampshire · New Mexico · North Carolina · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Utah · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Luke V

Series 66

Colorado Springs, CO

Accelerated Wealth Advisors LLC

Luke Vanzo is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Accelerated Wealth Advisors LLC and has previously worked at Jenkins Wealth, Thrivent Investment Management, and New York Life. Outside of his advisory work, Vanzo serves as a youth pastor for a church, leading junior high and high school youth groups. Accelerated Wealth Advisors LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, corporations, and certain private funds. The firm emphasizes strategic asset allocation, manager selection, and diversification, utilizing a combination of active managers, index strategies, and various portfolio vehicles tailored to client objectives.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner
user avatar

Austin C

Series 65

Colorado Springs, CO

Accelerated Wealth Advisors LLC

Austin Cooper is a financial advisor at Accelerated Wealth Advisors LLC in Colorado Springs, holding a Series 65 designation with one year of industry experience. Prior to joining Accelerated Wealth Advisors, he worked at Concentrix and held several roles in diverse sectors including higher education and government investigations. Accelerated Wealth Advisors LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, corporations, and private funds. The firm emphasizes strategic asset allocation, manager selection, and diversification, combining active and index strategies while maintaining involvement with private pooled vehicles and affiliated management entities.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner
user avatar

Dillon W

Series 65

Colorado Springs, CO

Accelerated Wealth Advisors LLC

Dillon Widdows is a financial advisor with Accelerated Wealth Advisors LLC in Colorado Springs, CO, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Fisher Investments and Strategic Wealth Management. Outside of finance, he is the creator and owner of Alpine Athletics, a business focused on coaching, training, apparel, and race organizing. Accelerated Wealth Advisors LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, corporations, and certain private funds. The firm emphasizes strategic asset allocation, manager selection, and diversification, combining active and index strategies while engaging with private pooled vehicles and affiliated management entities.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner
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