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VerifiedFinancial Services· Founded 2000

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.

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HeadquartersAuburn, United StatesEmployees117(51 to 200)Annual revenue<$1MFounded year2000Websitecredentwealth.comLinkedIn profileLinkedIn

Verified contacts

102

available on Kipplo

LinkedIn employees

117

51 to 200 range

Open roles

no listings

Distinct roles

58

indexed titles

Tech stack

1

tools in use

Monthly traffic

2.7K

organic / mo

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Top roles at Credent Wealth Management

58 distinct titles indexed · top 10 shown.

  • 11wealth manager
  • 7corporate development associate
  • 5financial planner
  • 4investment operations analyst
  • 3financial advisor
  • 3partner integration associate
  • 3platform operations analyst
  • 3wealth advisor
  • 2client care coordinator
  • 2client service associate
  • +48more titles

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