CREDENTIALED WEALTH ADVISORS, LLC

3 South Parish Avenue
Johnstown, Colorado 80534
Tel: (970) 400-0117

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 Johnstown, Colorado based Financial Planning firm with nearly $135,475,625 assets under management, offering retirement planning & investment advisory services to 845 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312517
SEC#	801-120355
Assets Managed by Firm	$135,475,625
No. of Clients	845
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	845	$135,475,625
Individuals (other than high net worth individuals)	249	$81,110,813
High net worth individuals	42	$53,495,283
Charitable organizations	Fewer than 5 clients	$266,612
Corporations or other businesses	5	$602,917

More Retirement Planning firms in Johnstown, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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