Private Market View

CREDENTIALED WEALTH ADVISORS, LLC

Other · JOHNSTOWN, CO

AUM
$178K
Portfolio companies
Recorded deals
Last investment

Key facts

  • CREDENTIALED WEALTH ADVISORS, LLC is a other based in JOHNSTOWN, CO.
  • CREDENTIALED WEALTH ADVISORS, LLC reports $178K in regulatory assets under management, per its SEC Form ADV (2026-02).

Registered with the SEC

Form ADV · 2026-02 · CRD 312517
Regulatory AUM
$178K
Private fund assets
Private funds
Staff
4
Registered office
JOHNSTOWN, CO
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for CREDENTIALED WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is CREDENTIALED WEALTH ADVISORS, LLC's AUM?
CREDENTIALED WEALTH ADVISORS, LLC manages approximately $178K in assets.