CREDENTIALED WEALTH ADVISORS, LLC

Overview

Credentialed Wealth Advisors, LLC is an independent registered investment adviser that serves individual, family and select institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities, and charges clients primarily as a percentage of assets under management while also using hourly and other fee arrangements. Credentialed Wealth Advisors tends to favor liquid, exchange-listed instruments: equity and ETF exposure is the single largest component of client portfolios and is used alongside mutual funds and annuity products where appropriate. The firm does not identify itself as an ESG- or multi-state–focused manager and does not act as a capital allocator that sponsors proprietary pooled vehicles. Credentialed Wealth Advisors operates on a mix of discretionary and non‑discretionary mandates, positioning portfolios to balance client goals and risk tolerances. Given the prominence of exchange‑traded equities and ETFs in its reported asset mix, the investment approach emphasizes tradable, cost‑efficient securities that allow for tactical rebalancing and liquidity management. Insurance solutions appear integrated into planning work, supporting income planning and risk transfer strategies for clients with retirement and wealth preservation objectives.

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