Family OfficeRIA · CRD 170022SEC-RegisteredPrivate Fund Adviser

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Accelerated Wealth

Bill Walton's Accelerated Wealth has served over 900 families through its 5 Point Retirement Defense Plan, operating atop a dynasty-trust ownership...

Accelerated Wealth

Founded by Bill Walton and operating from Colorado Springs, Accelerated Wealth functions as the client-facing retirement advisory practice above a broader family-office structure. The firm's ultimate parent, The Deut 28 Dynasty Trust, controls Arche Media, LLC, which is the sole member of Accelerated Wealth Advisors LLC. This layered holding architecture separates the retail advisory brand from the underlying property-owning entities, including AW Holdings, LLC in Colorado and Legacy Hills, LLC in Tennessee. Walton's spouse, Nathalie Walton, co-established the dynasty trust. The firm's core offering centers on the 5 Point Retirement Defense Plan, covering income, tax, risk management, healthcare, and legacy planning for pre-retirees and retirees. The asset-class mix spans insurance-linked products, managed retirement accounts, and direct real estate. On the real-asset side, identified portfolio entities include AW Holdings, LLC (commercial, Colorado), MAJ Properties, LLC (residential, Colorado and Tennessee), Legacy Hills, LLC (commercial, Tennessee), Creative Life Investment Group, LLC (residential, Kentucky), and WE Holding LLC (residential Airbnb rentals, United States). Accelerator I LLC sits in Delaware as a separate vehicle. Philanthropic flow runs through partnerships with the National Christian Foundation and The Exodus Road, alongside an in-house non-profit targeting homelessness, the orphan epidemic, and child trafficking. A team of roughly a dozen named professionals spans two hubs — Colorado Springs and San Juan, Puerto Rico — plus additional offices in Birmingham, Denver-Englewood, La Junta, Pueblo, and Lexington. In 2024–2025, the firm maintained the Accelerated Wealth Advisory Solutions platform, a dedicated unit offering turnkey practice-management services to outside financial professionals, aiming to expand distribution of its retirement-defense methodology through affiliated advisors. Structurally, Accelerated Wealth separates its regulated advisory entity from a constellation of private holding companies under a single dynasty trust. This design lets the group operate a nationally marketed RIA-style practice while holding illiquid real estate and partnership interests outside the broker-dealer perimeter. No external institutional capital is disclosed; the firm appears to remain family- and founder-funded, with the trust as the permanent capital anchor.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Colorado Springs

Corporate office

13570 Meadowgrass Dr #200, Colorado Springs, Colorado 80921, United States

Additional offices

Birmingham, Alabama · Englewood, Colorado · La Junta, Colorado · Pueblo, Colorado · Lexington, Kentucky · San Juan, Puerto Rico

Principals

Bill Walton

Founder and CEO

Luke Vanzo

President and Senior Advisor

Sloane Walton

Chief of Operations and Chief Marketing Officer

Sector focus

Financial ServicesReal EstateInsurance

Frequently asked questions

Who runs investment decisions at Accelerated Wealth?

Operational leadership sits with founder and CEO Bill Walton and President Luke Vanzo. Sloane Walton oversees operations and marketing. While the firm designs client retirement plans, the underlying investment and real-estate decisions for the trust-owned holding companies are not publicly attributed to a named CIO or investment committee.

How is Accelerated Wealth structurally different from a standalone RIA?

Accelerated Wealth Advisors LLC sits under Arche Media, LLC, which is majority-owned by The Deut 28 Dynasty Trust. This places the advisory business inside a larger private trust structure that holds a portfolio of residential and commercial real estate across multiple states, rather than operating solely as an independent registered investment advisor with partner-owned equity.

Does Accelerated Wealth run institutional LP capital or is it exclusively retail?

Accelerated Wealth markets retirement-planning and wealth-management services to individual households, with a stated reach of over 900 families. No institutional limited-partner vehicles or third-party fund commitments are disclosed on its site or via its parent entities.

What real estate does the parent trust actually own?

Altss research identifies several holding entities under the dynasty trust: AW Holdings, LLC (commercial, Colorado), MAJ Properties, LLC (residential, Colorado and Tennessee), Legacy Hills, LLC (commercial, Tennessee), Creative Life Investment Group, LLC (residential, Kentucky), WE Holding LLC (residential Airbnb rentals, US), and Accelerator I LLC in Delaware.

Does Accelerated Wealth manage outside advisors alongside its own retail book?

Yes. Through Accelerated Wealth Advisory Solutions, the firm provides infrastructure, financial strategies, and practice-management support to external financial professionals. This platform operates alongside the firm's in-house advisory teams in Colorado Springs and Puerto Rico.

What philanthropic entities are affiliated with the firm?

Accelerated Wealth partners with the National Christian Foundation and The Exodus Road. It also operates a proprietary non-profit organization targeting homelessness, the global orphan crisis, and child trafficking, funded in part by principals and community collaboration.

Where is Accelerated Wealth licensed to operate?

The firm lists physical offices in Colorado (Colorado Springs, Englewood, La Junta, Pueblo), Alabama (Birmingham), Kentucky (Lexington), and Puerto Rico (San Juan). It states it serves families across the United States, though regulatory licenses by state beyond office locations are not publicly detailed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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