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| Keyboard |
| Credentialed Wealth Advisors LLC
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|---|---|
| CRD # | 312517 |
| SEC # | 801-120355 |
| CIK # | |
| AUM | 139.8 M (2026-02-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 970-400-0117 |
| Address | 3 South Parish Avenue Johnstown, CO 80534 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 82.9 |
| (b) Individuals (high net worth individuals) | 40 | 55.5 |
| (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 | 0 | 0.3 |
| (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 | 5 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 896 | 139.8 |
| By Discretionary | ||
| Discretionary | 507 | 82.9 |
| Non-Discretionary | 389 | 57.0 |
| Total | 896 | 139.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 139.7 | |
| Total | 896 | 139.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Immaculate Wealth Management LLC
✚
|
AZ | 140.8 M |
|
Clear Sky Financial LP
✚
|
TX | 140.6 M |
|
Olive Branch Capital LLC
✚
|
140.2 M | |
|
Agman Capital LLC
✚
|
NE | 140.2 M |
|
Heaton Financial PC
✚
|
UT | 140.1 M |
|
Chipser Wealth Management LLC
✚
|
FL | 140.0 M |
|
Gross Domestic Product Inc
✚
|
139.4 M | |
|
James Scott S Co
✚
|
VA | 139.4 M |
|
Clearwater Capital Management LLC
✚
|
139.3 M | |
|
Cravens Brothers Private Wealth Management LLC
✚
|
TX | 139.3 M |