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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Heron, Julian, Briscoe | I | MANAGING MEMBER | D | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | D | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | D | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | D | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | D | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER / CCO | D | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER / CCO | D | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER / CCO | D | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER / CCO | D | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER / CCO | D | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Chedester, Robert, Clinton | I | MANAGING MEMBER / CCO | C | Control |
| Gebhart, Joseph | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Heron, Julian, Briscoe | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER | C | Control |
| Hucke, Roy, Adam | I | MANAGING MEMBER / CCO | C | Control |
Registrations
Federal
IA
Feb 4, 2025 REGISTERED
Notice Filings (6)
AZ CA CO NE TX VA
Address
3 SOUTH PARISH AVENUEJOHNSTOWN, CO 80534
United States
Phone: (970) 400-0117