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CREDENTIALED WEALTH ADVISORS, LLC

JOHNSTOWN, CO · CRD 312517 · IAPD ↗ · (970) 400-0117

$139.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2024 — CREDENTIALED WEALTH ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — CREDENTIALED WEALTH ADVISORS, LLC moved its main office from COLORADO SPRINGS, CO to JOHNSTOWN, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.