The ACCELERATED WEALTH ADVISORS is a privately held investment adviser that advises $180.49mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ACCELERATED WEALTH ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 36.93% over the last 5-years.
The Group has been registered with the SEC for 9.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 13570 MEADOWGRASS DR. STE. 100, COLORADO SPRINGS, COLORADO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 3 investment and 7 non-investment staff. The total number of Employees decreased by 9.09% over the last 5-years.
Their $180.49mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $82.41mn or 45.66% of Total Assets and Individuals own $66.18mn or 36.67% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ACCELERATED WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.