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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CREDENTIALED WEALTH ADVISORS, LLC

CRD 312517

JOHNSTOWN, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c8ad8662-b94f-b9ba-9484-17d5d2a183b0

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Jan 19, 2021 to Feb 6, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $140MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $82.9M
Private client RAUM: $138MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $46.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 896
Individual clients: 257
High net worth clients: 40
SEC number: 801-120355
CRD: 312517
Filings on the tape: 24
First filed: Jan 19, 2021
Latest filed: Feb 6, 2026
Organised: Limited Liability Company, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Roy Adam Hucke	n/a	JOHNSTOWN, CO	5	17	1	no
Julian Briscoe Heron	Chartered Financial Analyst	JOHNSTOWN, CO	5	14	1	no
BENJAMIN PATRICK SHERLOCK	n/a	JOHNSTOWN, CO	1	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Heron, Julian, Briscoe	MANAGING MEMBER	D	yes	01/2021	Jan 19, 2021	Jun 25, 2024
Hucke, Roy, Adam	MANAGING MEMBER / CCO	D	yes	01/2021	Jan 19, 2021	Jun 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
COLORADO SPRINGS	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$140M	$82.9M	4	3	1	n/a	n/a
2024	Feb 4, 2025	$135M	$79.5M	3	2	1	n/a	n/a
2023	Jan 29, 2024	$136M	$80.1M	2	2	1	n/a	n/a
2022	Mar 2, 2023	$149M	$91.1M	6	4	1	n/a	n/a
2021	Feb 18, 2022	$156M	$103M	6	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$140M	$135M	3.2%	$149M	-2.1%	4	3	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EDWARD JONES	3	Mar 2, 2021	Mar 2, 2021	COLORADO SPRINGS, CO	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (4)

← BENJAMIN PATRICK SHERLOCKAdvisorregistration: current employment
Mar 3, 2025 to presentfactForm ADV
← Roy Adam HuckeAdvisorregistration: current employment
Mar 2, 2021 to presentfactForm ADV
← Julian Briscoe HeronAdvisorregistration: current employment
Mar 2, 2021 to presentfactForm ADV
← Robert Clinton ChedesterAdvisorregistration: previous registration
Mar 2, 2021 to Jun 5, 2023factForm ADV

Controls (2)

← Hucke, Roy, AdamOwnerMANAGING MEMBER / CCO, ownership code D, individual
Jan 19, 2021 to Jun 25, 2024factForm ADV
← Heron, Julian, BriscoeOwnerMANAGING MEMBER, ownership code D, individual
Jan 19, 2021 to Jun 25, 2024factForm ADV

Moved with (1)

← EDWARD JONESRegistered adviser3 advisors, team lift out, same day
Mar 2, 2021 to Mar 2, 2021factForm ADV

Dated events

Occurred
Jan 29, 2024
Control person left
Joseph Gebhart (Managing Member) no longer on Schedule A of Credentialed Wealth Advisors, Llc (listed 2023-06-05, absent 2024-01-29)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2023
Control person left
Clinton Robert Chedester (Managing Member / Cco) no longer on Schedule A of Credentialed Wealth Advisors, Llc (listed 2023-03-02, absent 2023-06-05)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2023
Control person joined
Joseph Gebhart (Managing Member) appeared on Schedule A of Credentialed Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Jun 5, 2023
Advisor changed firm
Robert Clinton Chedester left Credentialed Wealth Advisors, Llc for Sovereign Financial Group, Inc. (registered 2023-06-06)
Form ADVobserved 6 days ago
Occurred
Jan 19, 2021
First Form ADV filing
Credentialed Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8ad8662-b94f-b9ba-9484-17d5d2a183b0
First observed: Jan 19, 2021
Last observed: Feb 6, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CREDENTIALED WEALTH ADVISORS, LLC

CRD 312517

JOHNSTOWN, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c8ad8662-b94f-b9ba-9484-17d5d2a183b0

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Roy Adam Hucke

n/a

JOHNSTOWN, CO

Julian Briscoe Heron

Chartered Financial Analyst

JOHNSTOWN, CO

BENJAMIN PATRICK SHERLOCK

n/a

JOHNSTOWN, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Heron, Julian, Briscoe

MANAGING MEMBER

yes

01/2021

Jan 19, 2021

Jun 25, 2024

Hucke, Roy, Adam

MANAGING MEMBER / CCO

yes

01/2021

Jan 19, 2021

Jun 25, 2024

City

State

Country

Employees

Also broker-dealer

COLORADO SPRINGS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$140M

$82.9M

n/a

2024

Feb 4, 2025

$135M

$79.5M

n/a

2023

Jan 29, 2024

$136M

$80.1M

n/a

2022

Mar 2, 2023

$149M

$91.1M

n/a

2021

Feb 18, 2022

$156M

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$140M

$135M

3.2%

$149M

-2.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EDWARD JONES

Mar 2, 2021

COLORADO SPRINGS, CO

Team lift out

Ibd to new firm

0.0%