Insights

Fiduciary trust As an SEC Registered Investment Advisory Firm operating as fiduciaries, Accelerated Wealth emphasizes client best interest, which can be leveraged to position premium financial planning and retirement transition services to high-trust prospects seeking transparent guidance.

Retirement transition The 5 Point Retirement Defense Plan targets clients moving from accumulation to income generation for retirement, creating sales opportunities with individuals nearing or planning retirement who need income planning, estate integration, and legacy strategies.

Legacy and estate The firm highlights wealth transfer and legacy planning, suggesting cross-sell potential into estate planning services, trust-based strategies, and succession planning for families looking to preserve and transfer wealth to heirs.

Growth signals Revenue range of 25 to 50 million with a demonstrated client base of over 900 families signals scalable advisory capacity and potential for expanded services, including enhanced financial planning, fiduciary oversight, and premium advisory products.

Operational footprint Firm has a multi-channel tech stack and recent leadership announcements, indicating organizational maturity and potential for efficiency-focused solutions (compliance, CRM, marketing automation, data security) to support growth and onboarding.

Similar companies to Accelerated Wealth, LLC

Accelerated Wealth, LLC Tech Stack

Accelerated Wealth, LLC uses 8 technology products and services including QuickBooks, Hotjar, WordPress, and more. Explore Accelerated Wealth, LLC's tech stack below.

Accelerated Wealth, LLC's Email Address Formats

Accelerated Wealth, LLC uses at least 4 email formats:
Accelerated Wealth, LLC Email FormatsExamplePercentage
FirstL@acceleratedwealth.comJohnD@acceleratedwealth.com
85%
Last@acceleratedwealth.comDoe@acceleratedwealth.com
5%
First.Last@acceleratedwealth.comJohn.Doe@acceleratedwealth.com
5%
First@acceleratedwealth.comJohn@acceleratedwealth.com
5%

Frequently Asked Questions

What is Accelerated Wealth, LLC's phone number?

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You can contact Accelerated Wealth, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Accelerated Wealth, LLC's official website and social media links?

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Accelerated Wealth, LLC's official website is acceleratedwealth.com and has social profiles on LinkedIn.

How much revenue does Accelerated Wealth, LLC generate?

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As of September 2026, Accelerated Wealth, LLC's annual revenue is estimated to be $25M - $50M.

What is Accelerated Wealth, LLC's SIC code and NAICS code?

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Accelerated Wealth, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Accelerated Wealth, LLC have currently?

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As of September 2026, Accelerated Wealth, LLC has approximately 21 employees across 2 continents, including North America and Europe. Key team members include Chief Operations Officer: J. D., Chief Operations Officer: S. T. and President: J. R. Explore Accelerated Wealth, LLC's employee directory with LeadIQ.

What industry does Accelerated Wealth, LLC belong to?

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Accelerated Wealth, LLC operates in the Financial Services industry.

What technology does Accelerated Wealth, LLC use?

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Accelerated Wealth, LLC's tech stack includes QuickBooks, Hotjar, WordPress, Shopify, Google Cloud, Wistia, Microsoft Azure and WP Engine.

What is Accelerated Wealth, LLC's email format?

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Accelerated Wealth, LLC's email format typically follows the pattern of FirstL@acceleratedwealth.com. Find more Accelerated Wealth, LLC email formats with LeadIQ.

When was Accelerated Wealth, LLC founded?

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Accelerated Wealth, LLC was founded in 2008.
Accelerated Wealth, LLC logo

Accelerated Wealth, LLC

Financial ServicesColorado, United States11-50 Employees

Accelerated Wealth, LLC is a financial services firm based in Colorado Springs, Colorado. As an SEC-registered investment adviser, it operates as a fiduciary, required to act in the client's best interest. The firm's approach centers on a five-point retirement plan designed to help clients move from accumulation to generating retirement income while incorporating estate and legacy considerations.

Serving clients across the United States, the firm has guided more than 900 families through retirement preparation and transition. The firm emphasizes sound financial planning to address key retirement questions and to coordinate wealth transfer to loved ones. In April 2022, Accelerated Wealth, LLC announced the appointment of Justin Dealy as Chief Compliance and Operations Officer.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Accelerated Wealth, LLC's revenue is estimated to be in the range of $25M - $50M

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