DW
DW

Dillon Matthew Widdows

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dillon is the creator and owner of Alpine Athletics since 2018, a business involved in coaching, training, apparel, and race organizing. He spends a few hours per week on marketing, planning, and analysis for this venture.

Employment History
Current Registrations
Accelerated Wealth Advisors LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Capital Investment Advisors, LLC
November 2023 - December 2023 · 1 mo
Strategic Wealth Investment Group, LLC
January 2022 - October 2023 · 1 yr 9 mos
Fisher Investments
October 2017 - May 2021 · 3 yrs 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.