This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2018
- Office Locations
- 16
Office Locations
About CX Institutional, LLC
Credent Wealth Management (CX Institutional, LLC) is a fee-only, commission-free wealth management firm providing collaborative financial planning and investment management. The team focuses on retirees, executives/high earners, inheritors, business owners, and bereaved spouses, with services spanning retirement, tax-minimization strategies, risk management, charitable giving, and multigenerational estate planning. Public filings indicate ETF-heavy SMA portfolios, and the firm highlights independently audited, verified performance reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDISON BYZYKA
Chief Investment Officer
- CRD
- #6150572
- Ownership
- Less than 5%
DAVID WAYNE HEFTY
Chief Executive Officer
- CRD
- #3251339
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
TIMOTHY PATRICK ATKINSON
Financial Advisor
- CRD
- #2335446
CHAD ANDREW BAXTER
--
- CRD
- #6218834
Showing 2 of 81 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,464,692,612 | $325,344 |
| Non-Discretionary | $0 | -- |
| Total | $4,464,692,612 | $325,344 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing