1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CREDENTIALED WEALTH ADVISORS, LLC

Map pinJOHNSTOWN, CO
Phone(970) 400-0117
NotebookSEC #801-120355
Total AUM
$139.8M
Employees
4
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 SOUTH PARISH AVENUE
JOHNSTOWN
CO 80534
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(970) 400-0117
Other Offices
1

ReceiptFinancials

Total AUM
$139.8M
Accounts
896
Discretionary
$82.9M
Accounts
507
Non-Discretionary
$57M
Accounts
389

ContactClients

View more in analytics →

Individual Clients
257
AUM
$82.9M
HNW Individual Clients
40
AUM
$55.5M
Charitable Organization Clients
1
AUM
$312.6K
Corporation or Business Clients
5
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONETXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account