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- Custodian
- Charles Schwab & Company · Goldman Sachs · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2018
- Office Locations
- 17
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.
Reported data analysis
What the numbers show
Between October 14, 2025 and March 28, 2026, reported AUM increased 8.3%, from $4.1B to $4.5B.
Across 5 reported observations, AUM increased 124.2% between November 2, 2022 and March 28, 2026, from $2.0B to $4.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 73 advisory representatives and 4,563 clients, or 62.5 clients per representative. That equates to $978.5K in reported AUM per client.
The profile lists 17 reported office locations and 8 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CX Institutional, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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NELSON BATTLE ARRINGTON III
--
- CRD
- #2393329
TIMOTHY PATRICK ATKINSON
Financial Advisor
- CRD
- #2335446
Showing 2 of 83 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 |
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Separately Managed Accounts
SMA allocation detail is available
CX Institutional, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
CX Institutional, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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