Updated October 20, 2023
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Credentialed Wealth Advisors

Investment Advisor Firm
Total assets under management$149M
Years in business3+

About Credentialed Wealth Advisors

Credentialed Wealth Advisors, a forward-thinking financial firm, bases its approach on three core values: team-based advising, education-based stewardship, and evidence-based Investing. Founded in early 2021, the company is driven by a passionate commitment to serve clients exceptionally. CEO Julian Heron III and founding partner Roy Hucke prioritize client-centric solutions, fostering a culture of transparency and learning in finance and wealth management.

Their team brings extensive expertise to address diverse financial needs, providing accessible support to clients at all times. Credentialed Wealth Advisors emphasizes the importance of understanding clients' unique financial journeys, whether it's personal financial planning, business transitions, or investment strategies.

By focusing on values-driven advising, client education, and data-driven investing, Credentialed Wealth Advisors stands out as a firm dedicated to building lasting partnerships that transcend traditional financial services.

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Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Advisory
  3. Wealth Management
  4. Financial Education

More about Credentialed Wealth Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3125173

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