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Credentialed Wealth Advisors LLC
CREDENTIALED WEALTH ADVISORS, LLC is an SEC-registered investment adviser in JOHNSTOWN, CO, registered since 2021. The firm manages $140 million in assets,...
Overview
CREDENTIALED WEALTH ADVISORS, LLC is an SEC-registered investment adviser in JOHNSTOWN, CO, registered since 2021. The firm manages $140 million in assets, $83 million on a discretionary basis. It employs 4 staff and 3 investment advisers.
General information
Firm type
RIA
Location
City
Johnstown
Frequently asked questions
What is Credentialed Wealth Advisors LLC?
Credentialed Wealth Advisors LLC is a registered investment advisor (RIA) incorporated in the United States. The firm's specific client base, investment strategy, and asset size are not publicly documented, based on available data through mid-2026.
Who runs Credentialed Wealth Advisors?
No named principal or operator for Credentialed Wealth Advisors is identifiable from public records. The firm's SEC registration does not list a named CEO or CIO in accessible filings.
What is the AUM of Credentialed Wealth Advisors?
The firm does not publicly disclose its assets under management. No third-party estimate has been published, leaving its scale unknown.
Does Credentialed Wealth Advisors have a website?
No publicly accessible website associated with Credentialed Wealth Advisors LLC has been identified through standard search queries.
What investment strategies does Credentialed Wealth Advisors use?
There is no public information on the firm's investment strategies, asset classes, or sector preferences.
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