Julian Heron signed Credentialed Wealth Advisors' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Credentialed Wealth Advisors' EIN is 86-1238117.
Download the official 2024 Form 5500 (PDF) for Credentialed Wealth Advisors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credentialed Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
