Credentialed Wealth Advisors, Llc
Colorado Springs, Colorado
Credentialed Wealth Advisors, LLC is a reputable investment advisory firm located in Colorado Springs, CO. With two offices, the firm serves a diverse range of clients seeking expert financial guidance. With a total of six dedicated employees, four of whom specialize in investment advisory services, Credentialed Wealth Advisors, LLC ensures personalized attention to its clients' needs. The firm's investment advisors manage an average of approximately $37,290,000 in assets under management per advisor, demonstrating their ability to handle substantial portfolios effectively. Credentialed Wealth Advisors, LLC offers a flexible comp...
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Assets Under Mgmt

$149.14M

Investment Professionals

4

Locations

1

% 401K & Individual

58%

% Discretionary

61%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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