Credentialed Wealth Advisors
Financial Services • 
Colorado Springs, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 5550 Tech Center Dr, Suite 308B, Colorado Springs, Colorado 80919, US |
| Phone number | +19704000117 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Exit Planning, Investment Strategy |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Credentialed Wealth Advisors
Julian Heron
CEO | Chief Investment Officer
Credentialed Wealth Advisors Email Formats
Credentialed Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@cwadvice.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@cwadvice.com | 100% |
About Credentialed Wealth Advisors
It's more than money. It’s more than having a financial advisor, it’s a stewardship-focused partnership with our entire team of financial experts. It’s more than just outcomes, it’s an education and evidence-based journey to reaching your goals. It’s more than financial security, it’s confident, empowered choices for growth and prosperity that fit your specific wants and needs.
Credentialed Wealth Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Credentialed Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Credentialed Wealth Advisors has never raised funding before.
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