Overview
Assets Under Management: $140 million
Headquarters: JOHNSTOWN, CO
High-Net-Worth Clients: 40
Average Client Assets: $1.4 million
Frequently Asked Questions
CREDENTIALED WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312517), CREDENTIALED WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CREDENTIALED WEALTH ADVISORS, LLC is headquartered in JOHNSTOWN, CO.
CREDENTIALED WEALTH ADVISORS, LLC serves 40 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, CREDENTIALED WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CREDENTIALED WEALTH ADVISORS, LLC manages $140 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, CREDENTIALED WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.67%
Average Client Assets: $1.4 million
Total Client Accounts: 896
Discretionary Accounts: 507
Non-Discretionary Accounts: 389
Regulatory Filings
CRD Number: 312517
Filing ID: 2046461
Last Filing Date: 2026-02-06 18:01:31