# Credentialed Wealth Advisors LLC

Credentialed Wealth Advisors LLC is a RIA based in Johnstown.

## Overview

- **Organization type:** RIA
- **Headquarters:** Johnstown
- **Assets under management:** Undisclosed
- **Website:** https://credentialedwealth.com
- **LinkedIn:** https://www.linkedin.com/company/credentialed-wealth-advisors

## Regulatory record

- **CRD number:** 312517
- **SEC file number:** 801-120355
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312517

## About

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.

## 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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Last updated: 2026-07-10T03:33:02.000Z

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