Bill Jack Walton

Accelerated Wealth Advisors LLC

11 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Accelerated Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

523 clients

Average Client Portfolio

$356K average

Assets Under Management

$186.3M

Fee Structure

Location

13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO, 80921

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History

Regulatory History (1)

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Regulatory

March 2017

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bill spends the majority of his time on activities related to Accelerated Wealth Advisors LLC and Accelerated Wealth LLC, splitting the remaining time on other activities. These activities include financial and management consulting, insurance services through Accelerated Wealth LLC and Blackheath Partners Brokerage LLC, real estate holding companies, and investment advisory roles.

Employment History

Current Registrations

Accelerated Wealth Advisors LLC

September 2014 - Present · 11 yrs 5 mos

Previous Registrations

Gradient Advisors, LLC

June 2013 - February 2014 · 8 mos

State Registrations10 states

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Advisor

Exams

No exam information available for this advisor.