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CREDENTIALED WEALTH ADVISORS, LLC
5550 Tech Center Drive
Suite 308b
Colorado Springs, Colorado 80919
Tel: 719-309-0059
About CREDENTIALED WEALTH ADVISORS, LLC
CREDENTIALED WEALTH ADVISORS, LLC, formally registered with the SEC as CREDENTIALED WEALTH ADVISORS, LLC. The firm was established in 02/18/2021. They have over 2 offices throughout the country.
CREDENTIALED WEALTH ADVISORS, LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $149,140,857 assets under management, offering retirement planning & investment advisory services to 1204 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312517 |
| SEC# | 801-120355 |
| Assets Managed by Firm | $149,140,857 |
| No. of Clients | 1204 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1204 | $149,140,857 |
| Individuals (other than high net worth individuals) | 365 | $86,245,542 |
| High net worth individuals | 48 | $61,474,992 |
| Charitable organizations | 1 | $141,047 |
| Corporations or other businesses | 9 | $1,279,276 |
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