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CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517File 801-120355
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$139.8M
Bottom 25% of cohort (national)
Discretionary AUM
$82.9M
Non-discretionary $57.0M
Clients
302
896 accounts
Employees
4
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 18, 2021
- Principal office
- 3 SOUTH PARISH AVENUE, JOHNSTOWN, CO, 80534
- Phone
- (970) 400-0117
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $139.8M
- Discretionary AUM
- $82.9M
- Non-discretionary AUM
- $57.0M
- Discretionary accounts
- 507
- Non-discretionary accounts
- 389
- Total accounts
- 896
- AUM per client
- $463K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.2M |
| Charitable organizations | Fewer than 5 | $313K |
| High net worth individuals | 40 | $55.5M |
| Individuals (other than high net worth individuals) | 257 | $82.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — RETIREMENT PLAN CONSULTING
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2026 | Clients | 296 | 302 | increased by6 |
| Mar 1, 2026 | AUM | $135,475,625 | $139,848,519 | increased by$4,372,894 |
| Mar 1, 2026 | Accounts | 845 | 896 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 3 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 376 | 296 | decreased by80 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $155,789,368 | $135,475,625 | decreased by$20,313,743 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,069 | 845 | decreased by224 |
| Mar 1, 2022 | Employees | 3 | 6 | increased by3 |
| Mar 1, 2022 | Clients | 265 | 376 | increased by111 |
| Mar 1, 2022 | AUM | $105,276,714 | $155,789,368 | increased by$50,512,654 |
| Mar 1, 2022 | Accounts | 701 | 1,069 | increased by368 |
| Jul 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2021 | AUM | $0 | $105,276,714 | increased by$105,276,714 |
| Jul 1, 2021 | Accounts | 0 | 701 | increased by701 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREDENTIALED WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREDENTIALED WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.