CREDENTIALED WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$139,848,519
Discretionary
$82,856,012
Non-discretionary
$56,992,507
Firm details
- CRD number
- 312517
- SEC file number
- 801-120355
- Main office
- JOHNSTOWN, CO, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://twitter.com/cwadvice
- Fee structure
-
Percentage of AUM Hourly Other
As of October 2026.