CRD: 312517
Credentialed Wealth Advisors, LLC
$139.8M Total AUM
$82.9M Disc. AUM
-3.1% 3Y CAGR
4 Employees
302 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- PrimeUnison matrix +more
- Established Date
- 02-18-2021
- Office Locations
- 1
Office Locations
3 South Parish Avenue Johnstown CO
About Credentialed Wealth Advisors, LLC
Credentialed Wealth Advisors is a stewardship-focused RIA serving individuals, families, and business owners with a team-based planning relationship. The firm emphasizes financial education and evidence-based investing, providing objective wealth-creation and investment planning support alongside insurance and estate planning coordination. Custody is through Raymond James.
Team overview
46 AVG AGE
$46.6M AVG AUM / ADVISOR
$463.1K AVG AUM / CLIENT
4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Atlas
Client Personas
Signal Ridge oak
Custodian
Wave Ridge Meridian harbor Summit
Investment Themes
Optima harbor Zenith quantum
Investment Vehicles
Peak beacon
Platform
Summit
Services
Value legacy Frontier pioneer Unison vertex Capital Frontier frontier Delta beacon
Technology
Timber signal Quantum Momentum crest
Owner & Executives
J
Julian Briscoe Heron III
Managing Member, Wealth Advisor
- CRD
- #6080257
- Ownership
- 50% but less than 75%
(252) 597-9451
glacier.crest@deltacapital.com
in linkedin.com/in/atlas-matrix
Roy Adam Hucke
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5681858
- Ownership
- 50% but less than 75%
(961) 942-5850
fusion.eagle@pathwaycapital.com
in linkedin.com/in/value-pioneer
Showing 2 of 2 owners & executives
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B
BENJAMIN PATRICK SHERLOCK
--
- CRD
- #5847266
(755) 596-3196
vector.catalyst@vertexcapital.com
in linkedin.com/in/crest-capital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,856,012 | $163,424 |
| Non-Discretionary | $56,992,507 | $146,510 |
| Total | $139,848,519 | $156,081 |
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Separately Managed Accounts
Total SMA Asset: $139,848,519
Public Funds:
7.7% Equity - Exchange:
16.7% Cash:
25.4% Private Funds:
26.8% Other:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $364,126,646 | 7.7% |
| Equity - Exchange | $789,729,219 | 16.7% |
| Cash | $1,201,145,040 | 25.4% |
| Private Funds | $1,267,349,885 | 26.8% |
| Other | $1,106,566,691 | 23.4% |
| Total | $4,728,917,481 | 100.0% |