Credentialed Wealth Advisors, LLC
● SEC registered since 2021CRD 312517SEC# 801-120355Johnstown, CO
Reg. AUM
$139.8M
Employees
4
Accounts
896
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 $139.8 million in regulatory assets under management and employs 4 people.
Credentialed Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julian Briscoe Heron Control | Managing Member | 50-75% | 2021 |
| Roy Adam Hucke Control | Managing Member / Cco | 50-75% | 2021 |
Frequently asked questions
How much does Credentialed Wealth Advisors, LLC manage?
Credentialed Wealth Advisors, LLC reports $139.8 million in regulatory assets under management on its Form ADV.
How many employees does Credentialed Wealth Advisors, LLC have?
Credentialed Wealth Advisors, LLC reports 4 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
| Address | 3 South Parish Avenue, Johnstown, CO 80534 |
| Phone | (970) 400-0117 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.8M▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$139.8Mregulatory AUM
Discretionary $82.9MNon-discretionary $57M