JOHNSTOWN, COCRD 312517Latest ADV February 6, 2026
Credentialed Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Johnstown, CO. Its latest Form ADV filing, dated February 6, 2026, reports $140M in regulatory assets under management, 4 employees, 1 office, and 896 accounts.
Assets Under Management
$140M
Employees
4
Offices
1 office
Total Clients
302
Primary office
JOHNSTOWN, CO
3 SOUTH PARISH AVENUE, JOHNSTOWN, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
257
2
HNWI
13.2%
40
3
Corporations
1.7%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of February 6, 2026
Discretionary59.2%
$83M
59% of total RAUM59.2%
Non-discretionary40.8%
$57M
41% of total RAUM40.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$140M
Total Accounts896
10Y AUM Change+$140M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee76:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.