Credentialed Wealth Advisors, Llc
- Regulatory AUM
- $140M
- Discretionary
- $82.9M
- Clients
- 302
- Avg AUM / client
- $463K
- Accounts
- 896
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 257 | $82.9M | 59.3% |
| High net worth individuals | 40 | $55.5M | 39.7% |
| Charitable organizations | Fewer than 5 clients | $313K | 0.22% |
| Corporations and other businesses | 5 | $1.2M | 0.83% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julian Briscoe Heron | Managing Member | CFA | Jan 2021 (6y) | 50% – 75% |
| Roy Adam Hucke | Managing Member / Cco | Jan 2021 (6y) | 50% – 75% | |
| Benjamin Patrick Sherlock | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • RETIREMENT PLAN CONSULTING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $135M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗