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Credentialed Wealth Advisors Logo
Credentialed Wealth Advisors CB Rank
2366629
Heat Score
38
Credentialed Wealth Advisors is an investment advisory firm specializing in finance and investing.
Founded
obfuscation
Private Colorado Springs, Colorado, United States1-10 credentialedwealth.com
Advice
Finance
Financial Services
Professional Services
Overview

Credentialed Wealth Advisors
Heat Score
38

Growth Score
pts
in past quarter
Heat Score 38
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Credentialed Wealth Advisors

CB Rank
2366629
Credentialed Wealth Advisors is an investment advisory firm specializing in finance and investing.
Founded
obfuscation
Private Colorado Springs, Colorado, United States1-10 credentialedwealth.com
Advice
Finance
Financial Services
Professional Services

Key People

Details

Legal Name Credentialed Wealth Advisors, LLC.
Operating Status Active
Company Type For Profit
Founders  Julian Heron, Roy Hucke
Phone Number 1 719.309.0059
Contact Email info@cwadvice.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory Services
Provides personalized financial planning and investment management tailored to individuals, families, and business owners.
Team-Based Financial Advising
Offers collaborative financial advice through a team of experts covering multiple finance and investment disciplines.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$69.3KThis year, Credentialed Wealth Advisors is projected to spend $69.3K on IT, according to Aberdeen.

Active Website Tech Count

13Credentialed Wealth Advisors is actively using 13 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Credentialed Wealth Advisors's headquarters? Credentialed Wealth Advisors is located in Colorado Springs, Colorado, United States.Who are Credentialed Wealth Advisors's competitors? Alternatives and possible competitors to Credentialed Wealth Advisors may include SpringReef, Santori & Peters, and  Five Keys.
Who We Are
What We Do
Helpful Links
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