Credentialed Wealth Advisors, LLC

Credentialed Wealth Advisors, LLC (CRD# 312517) is a financial advisory firm headquartered in Johnstown, CO. They manage $135,908,810 in 956 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3 South Parish Avenue, Suite 308b, Johnstown, CO 80534
https://twitter.com/cwadvice
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    956
    ACCOUNTS
  • Average Account Value
    $142,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NE, TX, VA, WY

Financial Advisors at Credentialed Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Julian Heron, financial advisor Johnstown CO
Julian B. Heron
CRD#: 6080257
3 South Parish Avenue, Suite 308b, Johnstown, CO 80534

Julian Heron (CRD# 6080257) is an Investment Advisor Representative working at Credentialed Wealth Advisors, LLC in Johnstown, CO and has over 11 years of experience in the finance industry.

2
Roy Hucke, financial advisor Johnstown CO
Roy A. Hucke
CRD#: 5681858
3 South Parish Avenue, Suite 308b, Johnstown, CO 80534

Roy Hucke (CRD# 5681858) is an Investment Advisor Representative working at Credentialed Wealth Advisors, LLC in Johnstown, CO and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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