CREDENTIALED WEALTH ADVISORS, LLC
CRD #312517 SEC #801-120355 JOHNSTOWN, CO (970) 400-0117
SEC Registered
Total AUM
$135.5M
Discretionary
$79.5M
Employees
3
Clients
0
Accounts
845
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $135.5M | $79.5M | $56M | 3 | 0 |
| Jun 2024 | $135.9M | $80.1M | $55.9M | 2 | 0 |
| May 2024 | $135.9M | $80.1M | $55.9M | 2 | 0 |
| Jan 2024 | $135.9M | $80.1M | $55.9M | 2 | 0 |
| Jun 2023 | $149.1M | $91.1M | $58M | 5 | 1 |
| Mar 2023 | $149.1M | $91.1M | $58M | 6 | 1 |
| Aug 2022 | $155.8M | $103.4M | $52.4M | 6 | 0 |
| Aug 2022 | $155.8M | $103.4M | $52.4M | 6 | 0 |
| Jul 2022 | $155.8M | $103.4M | $52.4M | 6 | 0 |
| Jun 2022 | $155.8M | $103.4M | $52.4M | 6 | 0 |
| May 2022 | $155.8M | $103.4M | $52.4M | 6 | 0 |
| Feb 2022 | $155.8M | $103.4M | $52.4M | 6 | 0 |
| Feb 2022 | $105.3M | $58.7M | $46.5M | 3 | 0 |
| Sep 2021 | $105.3M | $58.7M | $46.5M | 3 | 0 |
| Aug 2021 | $105.3M | $58.7M | $46.5M | 3 | 0 |
| Jun 2021 | $105.3M | $58.7M | $46.5M | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$135.5M
Discretionary$79.5M
Non-Disc.$56M
Employees3
Clients0
DateJun 2024
Total AUM$135.9M
Discretionary$80.1M
Non-Disc.$55.9M
Employees2
Clients0
DateMay 2024
Total AUM$135.9M
Discretionary$80.1M
Non-Disc.$55.9M
Employees2
Clients0
DateJan 2024
Total AUM$135.9M
Discretionary$80.1M
Non-Disc.$55.9M
Employees2
Clients0
DateJun 2023
Total AUM$149.1M
Discretionary$91.1M
Non-Disc.$58M
Employees5
Clients1
DateMar 2023
Total AUM$149.1M
Discretionary$91.1M
Non-Disc.$58M
Employees6
Clients1
DateAug 2022
Total AUM$155.8M
Discretionary$103.4M
Non-Disc.$52.4M
Employees6
Clients0
DateAug 2022
Total AUM$155.8M
Discretionary$103.4M
Non-Disc.$52.4M
Employees6
Clients0
DateJul 2022
Total AUM$155.8M
Discretionary$103.4M
Non-Disc.$52.4M
Employees6
Clients0
DateJun 2022
Total AUM$155.8M
Discretionary$103.4M
Non-Disc.$52.4M
Employees6
Clients0
DateMay 2022
Total AUM$155.8M
Discretionary$103.4M
Non-Disc.$52.4M
Employees6
Clients0
DateFeb 2022
Total AUM$155.8M
Discretionary$103.4M
Non-Disc.$52.4M
Employees6
Clients0
DateFeb 2022
Total AUM$105.3M
Discretionary$58.7M
Non-Disc.$46.5M
Employees3
Clients0
DateSep 2021
Total AUM$105.3M
Discretionary$58.7M
Non-Disc.$46.5M
Employees3
Clients0
DateAug 2021
Total AUM$105.3M
Discretionary$58.7M
Non-Disc.$46.5M
Employees3
Clients0
DateJun 2021
Total AUM$105.3M
Discretionary$58.7M
Non-Disc.$46.5M
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0