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CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517 · SEC 801-120355
3 SOUTH PARISH AVENUE, JOHNSTOWN, CO, 80534, United States
Phone
(970) 400-0117
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.8M
Discretionary AUM
$82.9M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; RETIREMENT PLAN CONSULTING
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $82.9M |
| High net worth individuals | 40 | $55.5M |
| Corporations/business entities | 5 | $1.2M |
States served
AZ, CA, CO, NE, VA, WY, TX
All web addresses on file
Official SEC filing: View on IAPD