SourcingSourcing

CREDENTIALED WEALTH ADVISORS, LLC

B57
CRD 312517·SEC 801-120355·JOHNSTOWN, CO
AUM
$139.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$420K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CREDENTIALED WEALTH ADVISORS, LLC
CRD
312517
SEC file #
801-120355
EIN
—
DBA names
—

Economics

AUM
$139.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$155.8M → $139.8M▼ -10%
Client mix
Individuals Other257
Individuals High Net Worth40
Corporations5

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
4 advisors → 3 advisors▼ -25%
Primary office
JOHNSTOWN CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
twitter.com/cwadvice(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Heron, Julian, Briscoe
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Heron, Julian, Briscoe
Hucke, Roy, Adam
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:credentialed.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3446
Soi Zip Pct 200k Plus
0.0777
Soi Zip Returns 200k Plus
780
Soi Zip Total AGI
969,289
Fdic Zip Total Deposits
4,574,429,000
Fdic Zip Branch Count
108
Fdic Zip Top Banks
Bank of Colorado
First National Bank of Omaha

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Raymond James3
Fdic Zip Branches Raw
The First National Bank of JohnstownJohnstown, CO
The First National Bank of JohnstownJohnstown, CO
Fdic Zip HHI
2012.69
Fdic Zip Top Bank Share Pct
34.11
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,408
Returns1,920
Stub 2
AGI67,918
Returns1,800
Stub 3
AGI94,566
Returns1,530
Soi Zip Total Business Income
21,518
Soi Zip Total Cap Gains
39,533
Soi Zip Total Dividends
6,465
Soi Zip Total Returns
10,040
Top Owner CRD
6080257
Trust Company Affiliate
No

People (3)

3
Hucke, Roy, Adam
IAR · Direct Owner · 62.5%
5681858
Heron, Julian, Briscoe
IAR · Direct Owner · 62.5%
6080257
BENJAMIN PATRICK SHERLOCK
IAR
5847266