DW
Dillon M. Widdows
ACCELERATED WEALTH ADVISORS LLC
Colorado Springs, CO 80921
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CRD#: 6446324
DW
Professional summary
Dillon Matthew Widdows is a registered financial advisor currently at ACCELERATED WEALTH ADVISORS LLC located in Colorado Springs, Colorado.
Dillon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Dillon has worked at 4 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.
ALPINE ATHLETICS; 7013 NE 55TH STREET, VANCOUVER, WA, 98661; Not investment related; Creator/Owner; Began June, 28, 2018; Nature of the other business: COACHING, TRAINING, APPAREL, RACE ORGANIZING; Hours/month: 11-20; Number of hours during trading hours: 0; Duties relating to the other business: MARKETING/PROMOTING, PLANNING, ANALYZING;
CRS (Client Relationship Summary) - RIA
Click below to view Dillon Matthew Widdows'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
January 22, 2024 - Present
ACCELERATED WEALTH ADVISORS LLC
Office #1: 13570 Meadowgrass Dr. Ste. 100, Colorado Springs, CO 80921RIA
CRD#: 170022
Colorado Springs, CO
Past
November 7, 2023 - December 14, 2023
CAPITAL INVESTMENT ADVISORS, LLC
RIA
CRD#: 158055
Greenwood Village, CO
Past
January 4, 2022 - October 24, 2023
STRATEGIC WEALTH INVESTMENT GROUP, LLC
RIA
CRD#: 165474
Westminster, CO
Past
October 19, 2017 - May 5, 2021
FISHER INVESTMENTS
RIA
CRD#: 107342
PLANO, TX
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
Colorado(1/22/2024)
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#: 170022Colorado Springs, CO 80921TRUST BUT VERIFY
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