Credentialed Wealth Advisors, LLC

Credentialed Wealth Advisors, LLC is a Registered Investment Adviser based in Johnstown, Colorado, established in February 2021. The firm offers investment advisory services tailored to meet clients' needs and investment objectives, including asset allocation strategies among various investment products. They provide financial planning consulting services and manage discretionary and non-discretionary accounts for individuals and high net worth individuals. Clients may impose restrictions on investing in certain securities. The firm offers asset management programs with no minimum for certain legacy clients, assisted investing with personalized financial plans, and custom investing for more advanced strategies. They also provide retirement plan services as a 3(21) or 3(38) adviser. Fees for asset management are based on account size, with additional fees for financial planning services. Credentialed Wealth Advisors does not charge performance-based fees, has no reportable disciplinary events, and does not compensate for client referrals. The firm does not have physical custody of client funds and securities but may have limited custody for fee deductions. Clients may grant discretionary authority for investment decisions, and the firm does not vote proxies on behalf of clients.