# Credentialed Wealth Advisors, LLC

> 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.

- CRD: 312517
- Filed as: CREDENTIALED WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Johnstown, CO
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312517
- AdvisorCensus page: https://advisorcensus.com/firm/credentialed-wealth-advisors-llc-johnstown-co-312517

## Quick answers

**How is Credentialed Wealth Advisors, LLC compensated?**
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.

**How much does Credentialed Wealth Advisors, LLC charge?**
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.

**Where is Credentialed Wealth Advisors, LLC located?**
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).

**Is Credentialed Wealth Advisors, LLC registered with the SEC or a state?**
Credentialed Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312517.

**How much does Credentialed Wealth Advisors, LLC manage?**
Credentialed Wealth Advisors, LLC reports $139,848,519 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (59% discretionary).

**How have Credentialed Wealth Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Credentialed Wealth Advisors, LLC serve?**
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).

**Which custodians does Credentialed Wealth Advisors, LLC use?**
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.

**Does Credentialed Wealth Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Credentialed Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Hourly rate: $350 to $700 an hour (Financial Planning)

> Hourly fees range from $350 - $700 per hour, depending on what is negotiated between CWA and the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James

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.

### Regulatory assets under management (Item 5.F)
- Total: $139,848,519
- Discretionary: $82,856,012
- Non-discretionary: $56,992,507

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 257 | $82,889,433 |
| High net worth individuals | 40 | $55,484,285 |
| Charitable organizations | Fewer than 5 | $312,587 |
| Corporations or other businesses not listed above | 5 | $1,162,214 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NE, TX, VA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Colorado Springs, CO

### Websites listed on Form ADV (Item 1.I)
- credentialedwealth.com
- Facebook @CREDENTIALEDWEALTH
- Instagram @CWADVICE
- LinkedIn @credentialed-wealth-advisors
- X @cwadvice

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,276,714 | 3 | September 8, 2021 |
| October 2022 | $155,789,368 | 6 | August 15, 2022 |
| October 2023 | $149,140,857 | 5 | June 5, 2023 |
| October 2024 | $135,908,810 | 2 | June 25, 2024 |
| October 2025 | $135,475,625 | 3 | February 4, 2025 |
| October 2026 | $139,848,519 | 4 | February 6, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Credentialed Wealth Advisors, LLC (CRD 312517): Form ADV filing data as of October 2026.