FirmDescription Accelerated Wealth Advisors, LLC (“we,” or the “Firm”) initially became registered as a State Registered Investment Advisor on September 18, 2014. However, the Firm is now currently registered with the United States Securities and Exchange Commission (“SEC”) effective November 10, 2016. The Firm’s registration as an Investment Advisor does not imply any level of skill or training. The oral and written communications the Firm provides to you, including this Brochure, are intended to be used to evaluate the Firm against other Investment Advisors in connection with your decision to hire the Firm or to continue to maintain a business relationship with the Firm. This Brochure provides information about our qualifications and business practices. The investment advisory services of Accelerated Wealth Advisors, LLC (“AWA”) are provided to you through an appropriately licensed and qualified individual who is an investment adviser representative of AWA (referred to as your investment adviser representative throughout this brochure). As a client of AWA your investment adviser representative will also serve as an insurance agent under our affiliated insurance agency Accelerated Wealth, LLC. This means your investment adviser representative, acting as an insurance agent, will recommend you place your assets in insurance products and annuities when he or she believes it is in your best interest to do so. Insurance products and annuities pay commissions to Accelerated Wealth, LLC and to the owners of AWA in their separate capacity as insurance agents. This presents a conflict of interest to your investment adviser representative as he or she will be more inclined to recommend you place your assets in either insurance products or an advisory account depending on which would pay us more. AWA has taken steps to manage this conflict of interest by requiring that each investment adviser representative (i) only recommend insurance and annuities when in the best interest of the client and without regard to the financial interest of AWA, its owners and its investment adviser representative or Accelerated Wealth, LLC and its insurance agents, (ii) not recommend insurance and/or annuities which result in your investment adviser representative acting as an insurance agent and/or AWA or Accelerated Wealth, LLC receiving unreasonable compensation related to the recommendation, and (iii) disclose in writing to a client the anticipated commission that Accelerated Wealth, LLC and/or our investment adviser representatives acting in their separate capacity as insurance agents will receive from the recommended insurance or annuity carrier and any material conflicts of interest related to insurance or annuity recommendations. Accelerated Wealth Advisors LLC - 3 - Ownership Accelerated Wealth Advisors, LLC (“AWA”) was formed as a limited liability company on October 31, 2013, and is headquartered in Colorado Springs, Colorado. Arche Media, LLC is the sole member of the Firm. MAJ Trust is the majority owner of Arche Media, LLC. MAJ Trust is an Irrevocable Grantor Trust established by Bill and Nathalie Walton for estate planning purposes whose Trustee is Premier Trust. TypesofAdvisoryServices AWA offers a comprehensive range of customized investment consulting services on a discretionary and non-discretionary basis. AWA’s primary services include the following.  PolicyReview/StrategyDesign – Develop/Review Investment Policy – Creation of Strategic Asset Allocation – Define Tactical parameters for asset classes and managers (e.g. min/max ranges) – Determine service level such as level of discretion, meeting requirements, role of the investment committee, etc.  StrategyImplementation – Utilize AWA’s investment framework to develop investment solutions for clients through which AWA’s Research, Technology and Service are custom tailored to meet investment and reporting needs.  Monitor/Evaluate/Report – Monitor compliance with policies. – Evaluate effectiveness of strategy v. goals. – On-going investment manager due diligence – Performance evaluation reporting  TacticalRecommendations/Actions – Rebalancing – Overweight/Underweight managers and/or strategies AWA also provides special project services, research services and performance measurement services upon request. Licenses and services available vary by office location. The Firm can provide financial planning services to its clients, which involve preparing a written financial plan covering specific or multiple topics. We provide full written financial plans, which typically address the following topics:
• Asset Allocation,
• Cash Flow Analysis,
• College/Education Planning,
• Estate Planning,
• Investment Planning,
• Retirement Planning, and
• Risk Management. Accelerated Wealth Advisors LLC - 4 - When providing financial planning and consulting services, our role is to find ways to help you understand your overall financial situation and help you set financial objectives. We also provide modular written financial plans which only cover those specific areas of concern mutually agreed upon by you and the Firm. A modular written financial plan is limited or segmented and does not involve the creation of a full written financial plan. You should be aware that there are important issues that may not be taken into consideration when your investment adviser representative develops his or her analysis and recommendations under a modular written financial plan. Written financial plans prepared by the Firm do not include specific recommendations of individual securities. We also offer consultations in order to discuss financial planning issues when you do not need a written financial plan. We can provide a one-time consultation, which covers mutually agreed upon areas of concern related to investments or financial planning. We can also offer “as- needed” consultations, which are limited to consultations in response to a particular investment or financial planning issue raised or request made by you. Under an “as-needed” consultation, it will be incumbent upon you to identify those particular issues for which you are seeking our advice or consultation on. Our financial planning and consulting services do not involve implementing any transaction on your behalf or the active and ongoing monitoring or management of your investments or accounts. You have the sole responsibility for determining whether to implement the Firm’s financial planning and consulting recommendations. To the extent that you would like to implement any of our investment recommendations through the Firm or retain the Firm to actively monitor and manage your investments, you must execute a separate written agreement with the Firm for our Portfolio Management Services. TYPESOFINVESTMENTS Our investment recommendations are not limited to any specific product or service offered by an investment advisor. We may provide advice and guidance on any financial product deemed appropriate as a means to address a client’s individual needs, goals and objectives. We do not offer or participate in any wrap fee programs. PORTFOLIOMANAGEMENTSERVICES Our Portfolio Management Services involve us providing you with continuous and ongoing supervision and management over your specified accounts. You must appoint our firm as your investment adviser of record on specified accounts (collectively, the “Account”). The Account consists only of separate account(s) held by qualified custodian(s) under your name. The qualified custodians maintain physical custody of all funds and securities of the Account, and you retain all rights of ownership (e.g., right to withdraw securities or cash, exercise or delegate proxy voting and receive transaction confirmations) of the Account. Refer to Item 12 – Brokerage Practices for more information. Accelerated Wealth Advisors LLC - 5 - The Account is managed by us based on your financial situation, investment objectives and risk tolerance. We actively monitor the Account and implement advice by buying, selling, reinvesting or holding securities, cash or other investments of the Account. The Firm provides Portfolio Management Services on both a discretionary and a non- discretionary basis. The Firm’s advisory program is designed to provide you with the appropriate asset allocation, diversification, and risk characteristics consistent with your investment objectives and prudent investment advice. On a discretionary basis, the Firm designs, revises and reallocates custom portfolios for its clients. The investments in the Firm’s discretionary portfolios are determined based upon the relevant client’s investment objectives, risk tolerance, net worth, net income, age, investment time horizon, tax situation and other various suitability factors. On a non-discretionary basis, the Firm may provide investment advisory services to its clients relative to investment products individuals or entities may own or use in the future such as life/annuity products, individual employer-sponsored retirement plans, private investment funds or other products that may not be held by your primary custodian. In providing non- discretionary services, the Firm will recommend either the allocation of client assets among the various investment options that are available within the product or the specific private investment vehicles, as applicable. Client non-discretionary assets are maintained and custodied with the relevant insurance company, custodian or administrator designated by the specific product. The Firm also offers services to individuals who intend to affect an IRS Section 1031 Exchange. Specifically, the Firm will offer beneficial interests in Delaware Statutory Trusts (“DST”) as provided through RCX Capital Group, LLC, member FINRA, on an advisory basis (“Alternative Investments”). The Firm has entered into

an agreement with RCX Capital Group, LLC on or about effective October 18, 2018. Refer to Item 16 – Investment Discretion for more information. We will need to obtain certain information from you to determine your financial situation and investment objectives. In the process of obtaining the information from you, we provide ancillary financial planning and consultative services including asset allocation, risk management and income planning. Such financial planning and consultative services are intended to better understand your financial situation and design an investment portfolio consistent with your long-term needs and goals. You will be responsible for notifying us of any updates regarding your financial situation, risk tolerance or investment objective and whether you wish to impose or modify existing investment restrictions; however we will contact you at least annually to discuss any changes or updates regarding your financial situation, risk tolerance or investment objectives. We are always reasonably available to consult with you relative to the status of your Account. You have the ability to impose reasonable restrictions on the management of your accounts, including the ability to instruct us not to purchase certain securities. Accelerated Wealth Advisors LLC - 6 - It is important that you understand that we manage investments for other clients and may give them advice or take actions for them or for our personal accounts that is different from the advice we provide to you or actions taken for you. We are not obligated to buy, sell or recommend to you any security or other investment that we may buy, sell or recommend for any other clients or for our own accounts. Conflicts may arise in the allocation of investment opportunities among accounts that we manage. We strive to allocate investment opportunities believed to be appropriate for your account(s) and other accounts advised by our firm among such accounts equitably and consistent with the best interests of all accounts involved. However, there can be no assurance that a particular investment opportunity that comes to our attention will be allocated in any particular manner. If we obtain material, non-public information about a security or its issuer that we may not lawfully use or disclose, we have absolutely no obligation to disclose the information to any client or use it for any client’s benefit. In addition to management of client assets directly by Accelerated Wealth Advisors (AWA), there is an option for portfolios to be managed wholly or partially by other unaffiliated investment advisors (referred to as “Sub-Advisor” or “Sub-Advisors”). AWA and clients together will determine how much, if any amount, is allocated to any particular Sub-Advisor. Sub- Advisors typically impose a minimum investment amount for participation in the Sub-Advisor’s asset management program. AWA’s Investment Committee will perform due diligence when considering Sub-Advisors. Sub-Advisors may provide additional services such as portfolio models, reporting and re-allocation of client portfolios in addition to the management of the assets. Details of the services to be provided by the Sub-Advisor and their fees will be disclosed in the client enrollment forms or agreements provided by the Sub-Advisor. The key component employed by AWA in considering Sub-Advisors is to provide the client with a risk analysis. By determining a level of risk acceptable and appropriate for the client, the relevant Sub-Advisor can be better determined. Services provided by a Sub-Advisor can include, but are not limited to the following: research, due diligence, reporting, portfolio analysis, and Sub-Advisory portfolio management. The Sub- Advisor will not have any direct contact with AWA’s clients, nor will the Sub-Advisor enter into any advisory contracts directly with the clients of AWA. AWA will be available to answer client questions regarding all of the client’s accounts, including any portions of the account that are managed by a Sub-Advisor and will facilitate communication between the client and any selected Sub-Advisors. The decision to use Sub-Advisors will be discussed with each client and if agreed to by the client, the client will grant AWA discretionary authority to hire and fire Sub-Advisors and negotiate Sub-Advisory fees. Your agreement with AWA will include the authorization to utilize Sub-Advisors and select them on a discretionary basis. AWA will not necessarily use a Sub-Advisor with all clients’ accounts. Rather, a Sub-Advisor will only be used when AWA believes this relationship is in the best. interest of and beneficial to the client. Accelerated Wealth Advisors LLC - 7 - NoParticipationinWrap‐FeePrograms A wrap-fee program is defined as any advisory program under which a specified fee or fees not based directly upon transactions in a client’s account is charged for investment advisory services (which include portfolio management and/or advice concerning the selection of other investment advisers) and the execution of client transactions. We do not offer or participate in wrap-fee programs. All of our services are provided on a non-wrap fee basis which means fees and expenses for execution of client transactions charged by your broker/dealer and/or custodian are billed directly to your account separately from our advisory fees. ClientTailoredServicesandClientImposedRestrictions The goals and objectives for each client are documented in the Firm’s client files. Investment strategies are created that reflect the client’s stated goals and objectives. Clients may impose reasonable restrictions on investing in certain securities or types of securities. Advisory agreements between the Firm and its clients may not be assigned without prior written client consent. RetirementPlanRolloverRecommendations When the Firm provides investment advice about your retirement plan account or individual retirement account (“IRA”) including whether to maintain investments and/or proceeds in the retirement plan account, roll over such investment/proceeds from the retirement plan account to a IRA or make a distribution from the retirement plan account, we acknowledge the Firm is a “fiduciary” within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”) as applicable, which are laws governing retirement accounts. The way the Firm makes money creates conflicts with your interests so we operate under a special rule that requires the Firm to act in your best interest and not put our interest ahead of you. Under this special rule’s provisions, the Firm must as a fiduciary to a retirement plan account or IRA under ERISA/IRC:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put the financial interests of the Firm ahead of you when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that the Firm gives advice that is in your best interest;
• Charge no more than is reasonable for the services of the Firm; and
• Give Client basic information about conflicts of interest. To the extent we recommend you roll over your account from a current retirement plan account to an individual retirement account managed by the Firm, please know that the Firm and our investment adviser representatives have a conflict of interest. Accelerated Wealth Advisors LLC - 8 - We can earn increased investment advisory fees by recommending that you roll over your account at the retirement plan to an IRA managed by the Firm. We will earn fewer investment advisory fees if you do not roll over the funds in the retirement plan to an IRA managed by the Firm. Thus, our investment adviser representatives have an economic incentive to recommend a rollover of funds from a retirement plan to an IRA which is a conflict of interest because our recommendation that you open an IRA account to be managed by our firm can be based on our economic incentive and not based exclusively on whether or not moving the IRA to our management program is in your overall best interest. We have taken steps to manage this conflict of interest. we have adopted an impartial conduct standard whereby our investment adviser representatives will (i) provide investment advice to a retirement plan participant regarding a rollover of funds from the retirement plan in accordance with the fiduciary status described below, (ii) not recommend investments which result in the Firm receiving unreasonable compensation related to the rollover of funds from the retirement plan to an IRA, and (iii) fully disclose compensation received by the Firm and our supervised persons and any material conflicts of interest related to recommending the rollover of funds from the retirement plan to an IRA and refrain from making any materially misleading statements regarding such rollover. When providing advice to a retirement plan account or IRA, our investment advisor representatives will act with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk, tolerance, financial circumstances, and a client’s needs, without regard to the financial or other interests of the Firm or our affiliated personnel. ClientAssetsunderManagement As of December 31, 2023, AWA provides continuous and regular supervisory or management services to approximately $303,829,844 in client assets under management, of which approximately $173,858,988 is on a discretionary basis and $129,970,856 is on a non- discretionary basis. AWA provides services on a discretionary basis according to a client’s election.