|
⚲
|
| Credentialed Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 312517 |
| SEC # | 801-120355 |
| CIK # | |
| AUM | $135.9 MM (2024-06-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 719-309-0059 |
| Address | 3 South Parish Avenue Johnstown, CO 80534 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 74.9 |
| (b) Individuals (high net worth individuals) | 44 | 60.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 956 | 135.9 |
| By Discretionary | ||
| Discretionary | 562 | 80.1 |
| Non-Discretionary | 394 | 55.9 |
| Total | 956 | 135.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 135.8 | |
| Total | 956 | 135.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Knickerbocker Advisors Inc
✚
|
NY | 0.1 |
|
The Keystone Financial Alliance LLC
✚
|
GA | 0.1 |
|
MRD Inc
✚
|
CA | 0.1 |
|
Finsym Partners LLC
✚
|
WA | 0.1 |
|
Halberstadt Financial Consultants Inc
✚
|
NJ | 0.1 |
|
Great Gable Advisors LLC
✚
|
CA | 0.1 |
|
Pingora Partners LLC
✚
|
TX | 0.1 |
|
CFS Wealth Management LLC
✚
|
GA | 0.1 |
|
EDMP Inc
✚
|
FL | 0.1 |
|
Waterstone Wealth Advisors LLC
✚
|
NJ | 0.1 |