Credent Wealth Management

Financial Services • Auburn, Indiana, United States • 101-200 Employees

Company overview

Headquarters	200 E 7th Street, Auburn, IN 46706, US
Phone number	+12609271830
Website	credentwealth.com
NAICS	52
SIC	628
Keywords	Financial Planning, Estate Planning, Retirement Plans, Investment Management, Wealth Planning, Trust Services, Small Business Planning
Founded	2000
Employees	101-200
Socials

Key Contacts at Credent Wealth Management

Joe D'Amico

Managing Director | Partner

Brad Hathaway

Director Of Financial Planning And Analysis

Wendy Pettis

Human Resources Director

Marlies Zwepink

Senior Director Of Business Intelligence

Chris Lipper

Managing Director & Wealth Manager

Joe Cassidy

Director Of Advisor Success

Jared Herndon

Director Of Platform Operations

Joe Haupert

Sales Director

Diedre Matheny

Director Of Client Experience

Credent Wealth Management Email Formats

Credent Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@credentwealth.com), used 53.2% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@credentwealth.com	53.2%
{first name}.{last name}	john.doe@credentwealth.com	45.2%
{first initial}{last name}	jdoe@credentwealth.com	1.6%

About Credent Wealth Management

Advisors Who Care as Much as You Do // At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of their lives. Our fee-only, fiduciary approach means you receive transparent, conflict-free advice focused entirely on your goals. Through our team-based structure, you'll work with dedicated wealth professionals who collaborate to create your comprehensive financial plan, providing clarity through life's most important financial events. As a partner-owned, partner-led firm with consistent standards and service, we're building something that lasts — a "forever firm," where your relationship with us transcends any individual advisor. We provide proactive guidance that helps you focus on what you can control while navigating what you cannot. Ready to experience the Credent difference? Contact us today to discover how our caring approach can change your financial life. Investment advice offered through CX Institutional, a registered investment advisor.

Credent Wealth Management revenue & valuation

Annual revenue	$10,200,000
Revenue per employee	$89,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,400,000
Total funding	No funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Credent Wealth Management has 67 employees across 11 departments.

Departments

Number of employees

Funding Data

Explore Credent Wealth Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2024-08-23	11	N/A

Funding Insights

Number of funding rounds

Credent Wealth Management Tech Stack

Discover the technologies and tools that power Credent Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

jQuery Mobile

Mobile frameworks

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Genesis theme

WordPress themes

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Frequently asked questions

Credent Wealth Management is located in Auburn, Indiana, US.

You can reach Credent Wealth Management at +12609271830.

Credent Wealth Management was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Credent Wealth Management has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.