{
  "crd_number": 312517,
  "slug": "credentialed-wealth-advisors-llc-johnstown-co-312517",
  "primary_business_name": "CREDENTIALED WEALTH ADVISORS, LLC",
  "legal_name": "CREDENTIALED WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Johnstown",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "22660",
  "metro": {
    "cbsa_code": "22660",
    "common_name": "Fort Collins",
    "msa_name": "Fort Collins-Loveland, CO",
    "path": "/advisors/co/fort-collins"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-18",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 139848519.0,
  "raum_discretionary": 82856012.0,
  "raum_non_discretionary": 56992507.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 312587.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 82889433.0,
      "count": 257
    },
    "high_net_worth_individuals": {
      "raum": 55484285.0,
      "count": 40
    },
    "corporations_other_businesses": {
      "raum": 1162214.0,
      "count": 5
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "NE",
    "TX",
    "VA",
    "WY"
  ],
  "websites": [
    "https://credentialedwealth.com",
    "https://facebook.com/CREDENTIALEDWEALTH",
    "https://instagram.com/CWADVICE",
    "https://linkedin.com/company/credentialed-wealth-advisors",
    "https://twitter.com/cwadvice"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312517",
  "city_as_filed": "JOHNSTOWN",
  "url": "https://advisorcensus.com/firm/credentialed-wealth-advisors-llc-johnstown-co-312517",
  "display_name": "Credentialed Wealth Advisors, LLC",
  "summary": "Credentialed Wealth Advisors, LLC is an SEC-registered investment advisory firm in Johnstown, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. Credentialed Wealth Advisors, LLC (CRD 312517): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Credentialed Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Credentialed Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other."
    },
    {
      "q": "How much does Credentialed Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: $350 to $700 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Credentialed Wealth Advisors, LLC located?",
      "a": "Credentialed Wealth Advisors, LLC's principal office is in Johnstown, CO, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Credentialed Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Credentialed Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312517."
    },
    {
      "q": "How much does Credentialed Wealth Advisors, LLC manage?",
      "a": "Credentialed Wealth Advisors, LLC reports $139,848,519 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (59% discretionary)."
    },
    {
      "q": "How have Credentialed Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Credentialed Wealth Advisors, LLC: Regulatory assets under management: $105,276,714 in the October 2021 data and $139,848,519 in the October 2026 data, up 33%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Credentialed Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (257); high net worth individuals (40); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Credentialed Wealth Advisors, LLC use?",
      "a": "Credentialed Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Credentialed Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312517"
    },
    {
      "q": "What changed in Credentialed Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 105276714.0,
      "total_employees": 3,
      "filing_date": "2021-09-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 155789368.0,
      "total_employees": 6,
      "filing_date": "2022-08-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 149140857.0,
      "total_employees": 5,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 135908810.0,
      "total_employees": 2,
      "filing_date": "2024-06-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 135475625.0,
      "total_employees": 3,
      "filing_date": "2025-02-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 139848519.0,
      "total_employees": 4,
      "filing_date": "2026-02-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 to $700 an hour (Financial Planning)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 to $700 an hour (Financial Planning)"
        ],
        "quotes": [
          "Hourly fees range from $350 - $700 per hour, depending on what is negotiated between CWA and the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 350.0,
          "max": 700.0,
          "period": "hour",
          "service": "Financial Planning"
        }
      ]
    },
    "quotes": [
      "Hourly fees range from $350 - $700 per hour, depending on what is negotiated between CWA and the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James",
      "name_as_filed": "RAYMOND JAMES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/credentialed-wealth-advisors-llc-johnstown-co-312517.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 257,
      "fewer_than_5": false,
      "raum": 82889433.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 55484285.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 312587.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1162214.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312517",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}