Active
CREDENTIALED WEALTH ADVISORS, LLC
Investment Advice|JOHNSTOWN, CO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$135.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 79.5M |
| Non-Discretionary | 56.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 312517 |
| SEC Number | 801-120355 |
| Street Address | 3 SOUTH PARISH AVENUE |
| Location | JOHNSTOWN, CO 80534 |
| Country | United States |
| Phone | (970) 400-0117 |
| Total Employees | 3 |
Client Count by Type (296 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 249 |
| High Net Worth Individual… | 42 |
| Corporations/Businesses | 5 |
Community Partners
CENTENNIAL BOARD OF COOPERATIVE EDUCATIONAL SERVICES
CITY OF DACONO
CITY OF EVANS
CITY OF FORT LUPTON
CITY OF GREELEY
CITY OF WRAY
COUNTY OF WELD
COUNTY OF YUMA
CROW CREEK CONSTRUCTION, LLC
TOWN OF AULT
TOWN OF EATON
TOWN OF ERIE
TOWN OF GARDEN CITY
TOWN OF GILCREST
TOWN OF GROVER
TOWN OF HUDSON
TOWN OF JOHNSTOWN
TOWN OF KEENESBURG
TOWN OF KERSEY
TOWN OF LA SALLE
CENTENNIAL BOARD OF COOPERATIVE EDUCATIONAL SERVICES
CITY OF DACONO
CITY OF EVANS
CITY OF FORT LUPTON
CITY OF GREELEY
CITY OF WRAY
COUNTY OF WELD
COUNTY OF YUMA
CROW CREEK CONSTRUCTION, LLC
TOWN OF AULT
TOWN OF EATON
TOWN OF ERIE
TOWN OF GARDEN CITY
TOWN OF GILCREST
TOWN OF GROVER
TOWN OF HUDSON
TOWN OF JOHNSTOWN
TOWN OF KEENESBURG
TOWN OF KERSEY
TOWN OF LA SALLE
CENTENNIAL BOARD OF COOPERATIVE EDUCATIONAL SERVICES
CITY OF DACONO
CITY OF EVANS
CITY OF FORT LUPTON
CITY OF GREELEY
CITY OF WRAY
COUNTY OF WELD
COUNTY OF YUMA
CROW CREEK CONSTRUCTION, LLC
TOWN OF AULT
TOWN OF EATON
TOWN OF ERIE
TOWN OF GARDEN CITY
TOWN OF GILCREST
TOWN OF GROVER
TOWN OF HUDSON
TOWN OF JOHNSTOWN
TOWN OF KEENESBURG
TOWN OF KERSEY
TOWN OF LA SALLE
Municipal Government
29 Active
29
Organizations
232 METROPOLITAN DISTRICT
34 9.5 METROPOLITAN DISTRICT
ALTAMIRA METROPOLITAN DISTRICT 1
ALTAMIRA METROPOLITAN DISTRICT 2
ALTAMIRA METROPOLITAN DISTRICT 4
ALTAMIRA METROPOLITAN DISTRICT 5
ANDREWS FARM METROPOLITAN DISTRICT NO. 1
ANDREWS FARM METROPOLITAN DISTRICT NO. 2
AULT FIRE PROTECTION DISTRICT
BEEBE DRAW FARMS METROPOLITAN DISTRICT 1
BEEBE DRAW FARMS METROPOLITAN DISTRICT 2
BLUE LAKE METROPOLITAN DISTRICT 1
BLUE LAKE METROPOLITAN DISTRICT 2
BLUE LAKE METROPOLITAN DISTRICT 3
BLUE LAKE METROPOLITAN DISTRICT 4
BLUE LAKE METROPOLITAN DISTRICT 5
BLUE LAKE METROPOLITAN DISTRICT 6
BRIDLE CREEK METROPOLITAN DISTRICT NO. 1
BRIGGSDALE FIRE PROTECTION DISTRICT
CACHE METROPOLITAN DISTRICT NO. 1
232 METROPOLITAN DISTRICT
34 9.5 METROPOLITAN DISTRICT
ALTAMIRA METROPOLITAN DISTRICT 1
ALTAMIRA METROPOLITAN DISTRICT 2
ALTAMIRA METROPOLITAN DISTRICT 4
ALTAMIRA METROPOLITAN DISTRICT 5
ANDREWS FARM METROPOLITAN DISTRICT NO. 1
ANDREWS FARM METROPOLITAN DISTRICT NO. 2
AULT FIRE PROTECTION DISTRICT
BEEBE DRAW FARMS METROPOLITAN DISTRICT 1
BEEBE DRAW FARMS METROPOLITAN DISTRICT 2
BLUE LAKE METROPOLITAN DISTRICT 1
BLUE LAKE METROPOLITAN DISTRICT 2
BLUE LAKE METROPOLITAN DISTRICT 3
BLUE LAKE METROPOLITAN DISTRICT 4
BLUE LAKE METROPOLITAN DISTRICT 5
BLUE LAKE METROPOLITAN DISTRICT 6
BRIDLE CREEK METROPOLITAN DISTRICT NO. 1
BRIGGSDALE FIRE PROTECTION DISTRICT
CACHE METROPOLITAN DISTRICT NO. 1
232 METROPOLITAN DISTRICT
34 9.5 METROPOLITAN DISTRICT
ALTAMIRA METROPOLITAN DISTRICT 1
ALTAMIRA METROPOLITAN DISTRICT 2
ALTAMIRA METROPOLITAN DISTRICT 4
ALTAMIRA METROPOLITAN DISTRICT 5
ANDREWS FARM METROPOLITAN DISTRICT NO. 1
ANDREWS FARM METROPOLITAN DISTRICT NO. 2
AULT FIRE PROTECTION DISTRICT
BEEBE DRAW FARMS METROPOLITAN DISTRICT 1
BEEBE DRAW FARMS METROPOLITAN DISTRICT 2
BLUE LAKE METROPOLITAN DISTRICT 1
BLUE LAKE METROPOLITAN DISTRICT 2
BLUE LAKE METROPOLITAN DISTRICT 3
BLUE LAKE METROPOLITAN DISTRICT 4
BLUE LAKE METROPOLITAN DISTRICT 5
BLUE LAKE METROPOLITAN DISTRICT 6
BRIDLE CREEK METROPOLITAN DISTRICT NO. 1
BRIGGSDALE FIRE PROTECTION DISTRICT
CACHE METROPOLITAN DISTRICT NO. 1
Special District
416 Active
416
Organizations
AIMS COMMUNITY COLLEGE
AULT-HIGHLANDS SCH DIST RE-9
BRIGGSDALE RE-10J
BRIGGSDALE SCHOOL DISTRICT RE
EATON SCHOOL DIST RE-2
GREELEY SCH DIST 6
JOHNSTOWN-MILLIKEN RE-5J SCHOOL DISTRICT
KEENSBURG SCHOOL DISTRICT RE-3J
PAWNEE RE 12
PAWNEE SCHOOL DISTRICT RE 12
PLATTE VALLEY SCH DIST RE-7
PRAIRIE SCHOOL DIST RE-11J
WELD CO SCHOOL DISTRICT RE 5J
WELD COUNTY RE-3J SCH DIST
WELD COUNTY RE-8 SCHOOL DISTRICT
WELD COUNTY SCH DIST RE-1
WINDSOR SCH DIST RE-4
AIMS COMMUNITY COLLEGE
AULT-HIGHLANDS SCH DIST RE-9
BRIGGSDALE RE-10J
BRIGGSDALE SCHOOL DISTRICT RE
EATON SCHOOL DIST RE-2
GREELEY SCH DIST 6
JOHNSTOWN-MILLIKEN RE-5J SCHOOL DISTRICT
KEENSBURG SCHOOL DISTRICT RE-3J
PAWNEE RE 12
PAWNEE SCHOOL DISTRICT RE 12
PLATTE VALLEY SCH DIST RE-7
PRAIRIE SCHOOL DIST RE-11J
WELD CO SCHOOL DISTRICT RE 5J
WELD COUNTY RE-3J SCH DIST
WELD COUNTY RE-8 SCHOOL DISTRICT
WELD COUNTY SCH DIST RE-1
WINDSOR SCH DIST RE-4
AIMS COMMUNITY COLLEGE
AULT-HIGHLANDS SCH DIST RE-9
BRIGGSDALE RE-10J
BRIGGSDALE SCHOOL DISTRICT RE
EATON SCHOOL DIST RE-2
GREELEY SCH DIST 6
JOHNSTOWN-MILLIKEN RE-5J SCHOOL DISTRICT
KEENSBURG SCHOOL DISTRICT RE-3J
PAWNEE RE 12
PAWNEE SCHOOL DISTRICT RE 12
PLATTE VALLEY SCH DIST RE-7
PRAIRIE SCHOOL DIST RE-11J
WELD CO SCHOOL DISTRICT RE 5J
WELD COUNTY RE-3J SCH DIST
WELD COUNTY RE-8 SCHOOL DISTRICT
WELD COUNTY SCH DIST RE-1
WINDSOR SCH DIST RE-4
School District
17 Active
17
Organizations
1ST STREET CHURCH
233D SPACE GROUP WARRIOR FUND
24 7 KIDS-SUPPORT FOR FAMILIES INC
2608 CLUB OF GREELY COLORADO INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
51ST STATE INITIATIVE
ACADEMIC DECATHLON FOR COLORADO INC
ACCESS AND ABILITY
Ace High Rough Stock Academy Inc
1ST STREET CHURCH
233D SPACE GROUP WARRIOR FUND
24 7 KIDS-SUPPORT FOR FAMILIES INC
2608 CLUB OF GREELY COLORADO INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
51ST STATE INITIATIVE
ACADEMIC DECATHLON FOR COLORADO INC
ACCESS AND ABILITY
Ace High Rough Stock Academy Inc
1ST STREET CHURCH
233D SPACE GROUP WARRIOR FUND
24 7 KIDS-SUPPORT FOR FAMILIES INC
2608 CLUB OF GREELY COLORADO INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
51ST STATE INITIATIVE
ACADEMIC DECATHLON FOR COLORADO INC
ACCESS AND ABILITY
Ace High Rough Stock Academy Inc
Nonprofit Organization
1046 Active
1046
Organizations
Community Partners146 organizations
CENTENNIAL BOARD OF COOPERATIVE EDUCATIONAL SERVICES
Municipal Government·GREELEY
CITY OF DACONO
Municipal Government·DACONO
CITY OF EVANS
Municipal Government·EVANS
CITY OF FORT LUPTON
Municipal Government·FORT LUPTON
CROW CREEK CONSTRUCTION, LLC
Municipal Government·GREELEY
TOWN OF ERIE
Municipal Government·ERIE
TOWN OF GILCREST
Municipal Government·GILCREST
TOWN OF GROVER
Municipal Government·GROVER
TOWN OF HUDSON
Municipal Government·HUDSON
TOWN OF JOHNSTOWN
Municipal Government·JOHNSTOWN
TOWN OF KEENESBURG
Municipal Government·KEENESBURG
TOWN OF KERSEY
Municipal Government·KERSEY
TOWN OF MEAD
Municipal Government·MEAD
TOWN OF NUNN
Municipal Government·NUNN
TOWN OF PIERCE
Municipal Government·PIERCE
TOWN OF RAYMER
Municipal Government·NEW RAYMER
232 METROPOLITAN DISTRICT
Special District·DENVER
ALTAMIRA METROPOLITAN DISTRICT 1
Special District·DENVER
ALTAMIRA METROPOLITAN DISTRICT 2
Special District·DENVER
ALTAMIRA METROPOLITAN DISTRICT 4
Special District·GREENWOOD VILLAGE
ALTAMIRA METROPOLITAN DISTRICT 5
Special District·GREENWOOD VILLAGE
ANDREWS FARM METROPOLITAN DISTRICT NO. 1
Special District·DENVER
ANDREWS FARM METROPOLITAN DISTRICT NO. 2
Special District·DENVER
AULT FIRE PROTECTION DISTRICT
Special District·EATON
BEEBE DRAW FARMS METROPOLITAN DISTRICT 1
Special District·LAKEWOOD
BEEBE DRAW FARMS METROPOLITAN DISTRICT 2
Special District·LAKEWOOD
BLUE LAKE METROPOLITAN DISTRICT 1
Special District·DENVER
BLUE LAKE METROPOLITAN DISTRICT 2
Special District·DENVER
BLUE LAKE METROPOLITAN DISTRICT 3
Special District·DENVER
BLUE LAKE METROPOLITAN DISTRICT 4
Special District·DENVER
BLUE LAKE METROPOLITAN DISTRICT 5
Special District·DENVER
BLUE LAKE METROPOLITAN DISTRICT 6
Special District·DENVER
BRIDLE CREEK METROPOLITAN DISTRICT NO. 1
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 1
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 2
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 3
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 4
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 5
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 6
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 7
Special District·DENVER
CACHE METROPOLITAN DISTRICT NO. 8
Special District·DENVER
CARRIAGE HILL METROPOLITAN DISTRICT
Special District·CENTENNIAL
CENTENNIAL CROSSING METROPOLITAN DISTRICT 8
Special District·GREENWOOD VILLAGE
CITY CENTER WEST COMMERCIAL METROPOLITAN DISTRICT
Special District·LAKEWOOD
CITY CENTER WEST RESIDENTIAL METROPOLITAN DISTRICT
Special District·DENVER
CITY CENTER WEST RESIDENTIAL METROPOLITAN DISTRICT 2
Special District·LOVELAND
CLEARVIEW LIBRARY DISTRICT
Special District·WINDSOR
COBBLESTONE METROPOLITAN DISTRICT 1
Special District·CENTENNIAL
COBBLESTONE METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
COBBLESTONE METROPOLITAN DISTRICT 3
Special District·CENTENNIAL
COBBLESTONE METROPOLITAN DISTRICT 4
Special District·CENTENNIAL
COLLIERS HILL METROPOLITAN DISTRICT 1
Special District·CENTENNIAL
COLLIERS HILL METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
COLLIERS HILL METROPOLITAN DISTRICT 3
Special District·CENTENNIAL
COLORADO RANGERS LAW ENFORCEMENT SHARED RESERVE
Special District·FORT LUPTON
BRIGGSDALE SCHOOL DISTRICT RE
School District·BRIGGSDALE
PAWNEE RE 12
School District·GROVER
1ST STREET CHURCH
Nonprofit Organization·FORT LUPTON
233D SPACE GROUP WARRIOR FUND
Nonprofit Organization·Greeley
24 7 KIDS-SUPPORT FOR FAMILIES INC
Nonprofit Organization·Greeley
2608 CLUB OF GREELY COLORADO INC
Nonprofit Organization·garden city
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wray
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Platteville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wray
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pierce
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hudson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Nunn
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wray
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wray
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wray
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wray
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wray
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Johnstown
51ST STATE INITIATIVE
Nonprofit Organization·Greeley
ACADEMIC DECATHLON FOR COLORADO INC
Nonprofit Organization·Greeley
ACCESS AND ABILITY
Nonprofit Organization·LA SALLE
Ace High Rough Stock Academy Inc
Nonprofit Organization·Greeley
ADAMS COUNTY RETIRED K9 FOUNDATION
Nonprofit Organization·Keenesburg
ADAMS RIDE
Nonprofit Organization·Milliken
ADAPTIVE SPORTS FOR ALL
Nonprofit Organization·FREDERICK
ADEO COLORADO
Nonprofit Organization·GREELEY
ADVENTURE WEST COUNCIL
Nonprofit Organization·GREELEY
AFRICAN YOUTH AID FOUNDATION
Nonprofit Organization·Greeley
AGFINITY EMPLOYEE BENEFIT PROGRAM
Nonprofit Organization·EATON
AGLOW INTERNATIONAL
Nonprofit Organization·Greeley
AGLOW INTERNATIONAL
Nonprofit Organization·Wray
AID IN ACTION
Nonprofit Organization·Greeley
Aims Community College Foundation
Nonprofit Organization·Greeley
AIRMAN DEVELOPMENT FUND
Nonprofit Organization·Greeley
A KID'S PLACE
Nonprofit Organization·GREELEY
A KIDS PLACE INC
Nonprofit Organization·GREELEY
Ala Carte Education Foundation Inc
Nonprofit Organization·Greeley
ALASIPSEE RANCH
Nonprofit Organization·Briggsdale
ALL THINGS GOOD NFP
Nonprofit Organization·Milliken
ALPHA IOTA SORORITY
Nonprofit Organization·FORT LUPTON
ALPHA XI DELTA FRATERNITY
Nonprofit Organization·Johnstown
ALTERNATIVE HOMES FOR YOUTH
Nonprofit Organization·GREELEY
ALTITUDE RECREATION, INC.
Nonprofit Organization·FREDERICK
American Cheese Education Foundation
Nonprofit Organization·Hudson
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Greeley
AMERICAN LEGION AUXILARY UNIT 70 LAST MARCH
Nonprofit Organization·Johnstown
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Keenesburg
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Wray
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Greeley
AMERICAN LEGION POST 0030
Nonprofit Organization·WRAY
AMERICAN LEGION POST # 102
Nonprofit Organization·FORT LUPTON
AMERICAN LEGION POST NO 18
Nonprofit Organization·GREELEY