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Bill J. Walton
ACCELERATED WEALTH ADVISORS LLC
Colordo Springs, CO 80921
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CRD#: 6132593
BW
Professional summary
Bill Jack Walton is a registered financial advisor currently at ACCELERATED WEALTH ADVISORS LLC located in Colordo Springs, Colorado.
Bill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bill has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The following are details in addition to what is already provided above in Employment History. Applicant spend the majority of his time (75%) on activities related to Accelerated Wealth Advisors LLC and Accelerated Wealth LLC. He splits the remaining time on other activities. 1. Accelerated Business Strategies, LLC. Not currently active. This company formerly provided various services to small businesses that included tax savings strategies, leadership development, qualified plan designs, employee retention and development services, conflict resolution strategies, business continuity, business succession, and quarterly business reviews. 2. Accelerated Consulting and Management, LLC. Financial consulting company and management company for various US based entities. Provides consulting services to AWA clients. 3. Accelerated Consulting and Management LLC Series 2. Financial consulting company and management company for various US based entities. Provides consulting services to AWA clients. 4. Accelerated Wealth LLC. Insurance Services. 5. Arche Media, LLC. Holding company that owns business entities and investment accounts. Handles the day-to-day management decisions of the various entities, as well as determining potential investment opportunities. 6. ASI Capital, LLC. Management company for three pooled investments. 7. ASI Healthcare Capital Partners GP, LLC. General partner for the healthcare fund under ASI Capital. Private equity fund that pooled multiple Healthcare investment opportunities 8. AW Holdings, LLC. Commercial property holding company that finds, purchases, and manages commercial properties in Colorado. 9. Blackheath Partners Brokerage LLC - Insurance services. 10. Centennial Advisor Group, LLC d/b/a Design Wealth. Financial services company providing financial planning and management services. Advisory services are provided through RFG Advisory, LLC, and SEC-registered investment adviser firm. Design Wealth and RFG Advisory are unaffiliated entities. 11. CreatingYourBest.com, LLC. Author and Public Speaker. Financial and spiritual consulting. 12. Creative Life Investment Group, LLC - residential property holding company that finds, purchases, and rents out properties in Kentucky. 13. Deut 28 Dynasty Trust. Trustmaker. Personal trust established to be an ultimate parent company of entities and legal organizations, including Accelerated Wealth Advisors. Trustee is Nummi & Associates PA. 14. Legacy Hills, LLC - Commercial Real Estate Holding Company. 15. Lighthouse Financial Enterprises, LLC (49% Controlled by Arche Media, LLC). Parent Company of Lighthouse Financial, LLC, a state registered investment adviser firm. 16. MAJ Properties, LLC - Residential property holding company that finds, purchases, and manages rental properties in Colorado and Tennessee. 17. Q2 Wealth Management LLC (24% Controlled by Deut 28 Dynasty Trust). SEC-registered investment adviser. 18. South Pointe Square Tennessee, LLC. Commercial Development Company. Created for the purchase and commercial development of land in Nashville Tennessee 19. Walton Family Partners I, LLLP. Limited liability partnership that owns Arche Media, LLC. 20. Walton Management, LLC. Formed for general business and administrative management purposes of Accelerated Wealth Advisors and related companies. 21. WE Holding LLC. Created for purposes of keeping personal real estate assets and rental properties through Airbnb.
CRS (Client Relationship Summary) - RIA
Click below to view Bill Jack Walton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 18, 2014 - Present
ACCELERATED WEALTH ADVISORS LLC
Office #1: 13570 Meadowgrass Dr. Suite 100, Colordo Springs, CO 80921Office #2: Pmb 304 425 Carr 693 #100, Dorado, PR 00907RIA
CRD#: 170022
Colordo Springs, CO
Past
June 18, 2013 - February 14, 2014
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
COLORADO SPRINGS, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCELERATED WEALTH ADVISORS LLC
ACCELERATED WEALTH ADVISORS LLC | ACCELERATED WEALTH ADVISORS, LLC
CRD#: 170022 / SEC#: 801-108636
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)California
Registered Investment Advisory firm - (12/16/2016 Terminated)Colorado
Registered Investment Advisory firm - (12/30/2016 Terminated)Florida
Registered Investment Advisory firm - (11/16/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/20/2016 Terminated)Illinois
Registered Investment Advisory firm - (11/10/2016 Terminated)Michigan
Registered Investment Advisory firm - (11/23/2016 Terminated)Missouri
Registered Investment Advisory firm - (11/16/2016 Terminated)New Jersey
Registered Investment Advisory firm - (11/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/21/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/17/2016 Terminated)Tennessee
Registered Investment Advisory firm - (11/16/2016 Terminated)Texas
Registered Investment Advisory firm - (11/16/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(7/12/2021)
IAR
Arizona(4/14/2021)
IAR
California(7/27/2016)
IAR
Colorado(9/18/2014)
IAR
Florida(7/15/2015)
IAR
Missouri(2/26/2015)
IAR
New Mexico(9/28/2021)
IAR
Pennsylvania(2/11/2020)
IAR
Puerto Rico(10/10/2018)
IAR
Texas(3/20/2015)
Current Firm
AW
ACCELERATED WEALTH ADVISORS LLC
ACCELERATED WEALTH ADVISORS LLC | ACCELERATED WEALTH ADVISORS, LLC
CRD#: 170022 / SEC#: 801-108636
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)California
Registered Investment Advisory firm - (12/16/2016 Terminated)Colorado
Registered Investment Advisory firm - (12/30/2016 Terminated)Florida
Registered Investment Advisory firm - (11/16/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/20/2016 Terminated)Illinois
Registered Investment Advisory firm - (11/10/2016 Terminated)Michigan
Registered Investment Advisory firm - (11/23/2016 Terminated)Missouri
Registered Investment Advisory firm - (11/16/2016 Terminated)New Jersey
Registered Investment Advisory firm - (11/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/21/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/17/2016 Terminated)Tennessee
Registered Investment Advisory firm - (11/16/2016 Terminated)Texas
Registered Investment Advisory firm - (11/16/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13570 Meadowgrass Dr. Ste. 100, Colorado Springs, CO 80921
Mailing Address
Phone number
(719) 466-5630
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 740 |
| AUM (Assets Under Management) | $ 186,280,410 |
Red Flags
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Company Information
ACCELERATED WEALTH ADVISORS LLC
CRD#: 170022Colordo Springs, CO 80921TRUST BUT VERIFY
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