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Credentialed Wealth Advisors, LLC

● SEC registered since 2021CRD 312517SEC# 801-120355Johnstown, CO
Export (members)
Reg. AUM
$135.5M
Employees
3
Accounts
845
Location
Johnstown, CO

Credentialed Wealth Advisors, LLC assets under management

Credentialed Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Johnstown, CO. The firm has been registered since 2021. It reports $135.5 million in regulatory assets under management and employs 3 people.
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Credentialed Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Julian Briscoe Heron ControlManaging Member50-75%2021
Roy Adam Hucke ControlManaging Member / Cco50-75%2021

Frequently asked questions

How much does Credentialed Wealth Advisors, LLC manage?

Credentialed Wealth Advisors, LLC reports $135.5 million in regulatory assets under management on its Form ADV.

How many employees does Credentialed Wealth Advisors, LLC have?

Credentialed Wealth Advisors, LLC reports 3 employees.

Where is Credentialed Wealth Advisors, LLC located?

Credentialed Wealth Advisors, LLC is based in Johnstown, CO and has been SEC-registered since 2021.

Does Credentialed Wealth Advisors, LLC disclose fund performance?

Credentialed Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 South Parish Avenue, Johnstown, CO 80534
Phone(970) 400-0117
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$79.5M
Non-discretionary$56M
Total (RAUM)$135.5M