Credentialed Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Credentialed Wealth Advisors reports 302 clients. They include 257 individual clients, 40 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 59.2% ($82.9M across 507 accounts) are managed with discretion; $57M across 389 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 59% |
| High-net-worth individuals | 13% | 40% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 257 | $82.9M | 59.3% | $323K |
| High-net-worth individuals | 40 | $55.5M | 39.7% | $1.39M |
| Charitable organizations | Fewer than 5 | $313K | 0.2% | — |
| Corporations and other businesses | 5 | $1.16M | 0.8% | $232K |
| Total | 302 | $140M | 100% | — |
- Clients
- 257
- Regulatory AUM
- $82.9M
- AUM share
- 59.3%
- Avg. per client
- $323K
- Clients
- 40
- Regulatory AUM
- $55.5M
- AUM share
- 39.7%
- Avg. per client
- $1.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $313K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $1.16M
- AUM share
- 0.8%
- Avg. per client
- $232K
Total
- Clients
- 302
- Regulatory AUM
- $140M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Credentialed Wealth Advisors is paid through a percentage of assets under management, hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Billed in arrears on an hourly basis at $350 to $700 per hour, negotiable and dependent on the complexity of the client's situation.
Roy Hucke owns 50% to 75% of Credentialed Wealth Advisors. It has 4 employees, 3 of them in advisory roles.
Leadership
Julian HeronManaging Member
Roy HuckeManaging Member / CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Credentialed Wealth Advisors, LLC
Roy Hucke
Control person · since January 2021
- Owns 50% to 75% of Credentialed Wealth Advisors, LLC
Julian Heron
Control person · since January 2021
Credentialed Wealth Advisors’ regulatory assets grew from $105M (June 2021) to $140M (February 2026); clients rose from 265 to 302 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $140M | 302 | 4 | 2 |
| February 2025 | $135M | 296 | 3 | 2 |
| June 2024 | $136M | 330 | 2 | 2 |
| June 2023 | $149M | 423 | 5 | 2 |
| July 2022 | $156M | 376 | 6 | 1 |
| June 2021 | $105M | 265 | 3 | 1 |
Besides its headquarters, Credentialed Wealth Advisors has 1 office, with 2 listed addresses in Colorado.
Colorado · 2 listed addresses
- 3 South Parish Avenue, JohnstownHQ
- 5550 Tech Center Drive, Colorado Springs
Contact and registration details
- Legal name
- Credentialed Wealth Advisors, LLC
- Headquarters
- 3 South Parish Avenue, Johnstown, CO 80534
- Website
- credentialedwealth.com
- Phone
- 970-400-0117
- @credentialed-wealth-advisors
- SEC file
- 801-120355
- Structure
- Colorado LLC
- Fiscal year end
- December
Credentialed Wealth Advisors uses Raymond James ($135M) as custodian for its separately managed accounts. Credentialed Wealth Advisors does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $135M100%
At year end, Credentialed Wealth Advisors’ separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks4%
- Funds92%
- Registered funds90%
- Pooled vehicles2%
- Cash3%
- Other1%
- Preferred stock/convertibles1%
How many clients does Credentialed Wealth Advisors have?
Credentialed Wealth Advisors has 302 clients and manages $140 million for them, as of February 2026. They include 257 individual clients, 40 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026
What services does Credentialed Wealth Advisors offer?
Credentialed Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Credentialed Wealth Advisors use?
Credentialed Wealth Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $135M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 February 2026
How many financial advisors does Credentialed Wealth Advisors have?
Credentialed Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Credentialed Wealth Advisors invest in?
At the end of its last fiscal year, Credentialed Wealth Advisors’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 3% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Preferred Stock/Convertibles.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Credentialed Wealth Advisors?
Credentialed Wealth Advisors’ direct owners are Roy Hucke (50% to 75%) and Julian Heron (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 February 2026
How does Credentialed Wealth Advisors get paid?
Credentialed Wealth Advisors is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Credentialed Wealth Advisors?
Credentialed Wealth Advisors’ main office is at 3 South Parish Avenue, Johnstown, CO 80534. Its phone number is 970-400-0117. Its website is credentialedwealth.com.