Investment adviser · CRD 325859
ACCELERATE RETIREMENT
Investment adviser filing (IA)
ACCELERATE INVESTMENT ADVISORS LLC
ALISO VIEJO, CA, United States · Form ADV filed Sep 3, 2026
- Regulatory AUM
- $315M Form ADV · Item 5.F
- Client accounts
- 905 Accounts, not individual clients
- Employees
- 40 Reported in this filing
- Advisory professionals
- 31 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 434 | $144,654,284 | 45.9% |
| High-net-worth individuals | 48 | $114,633,516 | 36.3% |
| Other clients | 12 | $31,210,969 | 9.9% |
| Retirement plans | 577 | $18,394,186 | 5.8% |
| Corporations & businesses | 5 | $6,477,845 | 2.1% |
Filing source
Form ADV 2130151 · Sep 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
120 VANTIS DR., SUITE 330ALISO VIEJO, CA, 92656, United States
CRD 325859
Filing source
Form ADV 2130151 · Sep 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.