Credentialed Wealth Advisors, LLC
Credentialed Wealth Advisors, LLC is an SEC-registered mass-market adviser in Johnstown, CO with $139.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Credentialed Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312517, SEC 801-120355, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $139.8M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Johnstown, CO
- Employees
- 4
- Clients
- 302
- CRD
- 312517
- Ownership
- Heron, Julian, Briscoe; Gebhart, Joseph; Chedester, Robert, Clinton; Hucke, Roy, Adam
How much AUM does Credentialed Wealth Advisors, LLC have?
Credentialed Wealth Advisors, LLC reported $139.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Credentialed Wealth Advisors, LLC?
Disclosed owners and executives of Credentialed Wealth Advisors, LLC include Heron, Julian, Briscoe, Gebhart, Joseph, Chedester, Robert, Clinton, Hucke, Roy, Adam. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.