Managing Member / CCO · Credentialed Wealth Advisors, LLC
Roy A. Hucke
CRD 5681858 · 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 Roy A. Hucke on its Form ADV as Managing Member / CCO, a control person.
Firms and roles
- Credentialed Wealth Advisors, LLCManaging Member / CCOWealth manager · Johnstown, CO · $140M in regulatory assets
AtlasMembers
Roy’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Julian B. HeronManaging Member, 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 Roy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.