Credentialed Wealth Advisors, LLC

$139.8MAssets under management
as of Feb 2026 · SEC Form ADV
Johnstown, CO
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Tech stack

No one at Credentialed Wealth Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Credentialed Wealth Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $126M held · filed Jun 2024