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Managing Member · Credentialed Wealth Advisors, LLC

Julian B. Heron

CRD 6080257 · Named on Form ADV at one SEC-registered adviser

At a glance

Credentialed Wealth Advisors, LLC, an SEC-registered wealth manager based in Johnstown, CO with $140 million in regulatory assets, lists Julian B. Heron on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Julian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Roy A. HuckeManaging Member / CCO, Credentialed Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.