Credentialed Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$138,373,718
Clients
297
Advisors
3
of 4 employees
About
Credentialed Wealth Advisors provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, and retirement plans, offering both discretionary and non‑discretionary managed accounts. The firm also acts as a retirement‑plan fiduciary (on a 3(21) or 3(38) basis), delivers participant education and consulting, and manages accounts opened with the firm, including assistance with held‑away defined contribution participant accounts via third‑party platforms.
The firm’s investment approach is tailored to each client’s objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term positions; CWA emphasizes taking market risks for which clients are compensated while seeking to limit uncompensated risks and notes potential tax consequences that warrant consultation with tax professionals. It offers a legacy “buy‑and‑hold” option designed for former brokerage clients who want minimal trading and oversight, and a Custom Investing program that accommodates concentrated stock positions, derivatives, and other more advanced strategies.
Noteworthy aspects compared with many peers include its use of third‑party platforms to manage held‑away participant assets without taking custody, a formal legacy‑client program with minimal trading, and a stated willingness to implement advanced, customized solutions for concentrated or business‑related liquidity needs. The brochure also discloses that some principals conduct independent insurance business (up to 30% of their time and may receive commissions) and describes the firm’s due diligence and risk‑mitigation around service providers that use artificial intelligence components.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.40% (Assisted Investing) $500,001 - $1,000,000: 1.25% (Assisted Investing) $1,000,001 - $2,500,000: 1.00% (Assisted Investing) $2,500,001 - $5,000,000: 0.80% (Assisted Investing) $5,000,001 - $10,000,000: 0.60% (Assisted Investing) $10,000,001+: 0.50% (Assisted Investing) $0 - $500,000: 1.50% (Custom Investing) $500,001 - $1,000,000: 1.35% (Custom Investing) $1,000,001 - $2,500,000: 1.10% (Custom Investing) $2,500,001 - $5,000,000: 0.80% (Custom Investing) $5,000,001+: 0.64% (Custom Investing)
$350 - $700 per hour for financial planning services
Account minimum: $500,000 (Custom Investing option; may be waived at firm's discretion) Fee-only: Hourly financial planning fees range from $350 - $700 per hour, negotiable based on complexity
Main office
3 South Parish Avenue
Johnstown CO 80534
Advisors at this office
3
Most active in
Arizona · California · Colorado · Nebraska · Texas · Virginia · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Benjamin S
Series 66
Johnstown, CO
Credentialed Wealth Advisors, LLC
Benjamin Sherlock is a financial advisor at Credentialed Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining his current firm. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, financial planning, and fiduciary consulting services. The firm customizes portfolios through multiple service tracks and provides retirement-plan fiduciary authority alongside tailored investment solutions.
Julian H
CFA®, Series 66
Johnstown, CO
Credentialed Wealth Advisors, LLC
Julian Heron III is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial services industry. He has worked at Credentialed Wealth Advisors, LLC since 2021 and previously spent nine years with Edward Jones. Credentialed Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm offers tailored investment strategies that range from a legacy buy-and-hold approach to advanced customized solutions, including management of held-away participant assets without custody and fiduciary services for retirement plans.
Roy H
Series 66
Johnstown, CO
Credentialed Wealth Advisors, LLC
Roy Hucke is a financial advisor with Credentialed Wealth Advisors, LLC in Johnstown, CO, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining Credentialed Wealth Advisors in 2021. Outside of his advisory role, he is the sole owner of Pluto Holdings, LLC, a holding company for real estate assets. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm provides customized portfolio strategies through multiple service tracks and combines retirement-plan fiduciary authority with tailored investment solutions.
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