CREDENTIALED WEALTH ADVISORS, LLC

CRD 312517File 801-120355

APPROVED

Retail clients

Filing as of Feb 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$139.8M

Bottom 25% of cohort (national)

Discretionary AUM

$82.9M

Non-discretionary $57.0M

Clients

302

896 accounts

Employees

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
Website: https://twitter.com/cwadvice

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.