A complete list of active advisors currently associated with Credentialed Wealth Advisors, LLC
Warmer can help you find a great advisor at Credentialed Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Credentialed Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Johnstown, CO
| 13
| |
Johnstown, CO
| 16
| |
Johnstown, CO
| 15
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")