Credent Wealth Management

Finance · Indiana, United States · 51-200 Employees

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Overview

Headquarters

112 E 7th St, Auburn, Indiana, 46706, Un...

Phone Number

(260) 927-1830

Revenue

$20.1 Million

Industry

Finance Securities Trading

About Credent Wealth Management

Credent Wealth Management is a registered investment advisor headquartered in Indiana, providing service, planning, and fee-only investments in areas such as mergers and acquisitions.Explore more
Credent Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Credent Wealth Management Org Chart

David Hefty, Chief Executive Officer at Credent Wealth Management
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Chief Executive Officer

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Chief Financial Officer

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Stacy Hefty, President at Credent Wealth Management
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President

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Credent Wealth Management

$20.1M
51-200
Private
$50.4M
2018
$17.8M
51-200
Private
-
2011
$15.3M
11-50
Private
<$5M
2000
JE
John EhardtPresident & Financial, Cpa, Cfp Advisor
$9.5M
11-50
Private
-
2016
JS
John SteinVice President, Portfolio Management
<$5M
51-200
Private
-
1995
RT
Rebecca TorrezCustomer Service Representative
<$5M
11-50
Private
-
2010
LA
Lidia AmodeiChief Investment Officer
<$5M
11-50
Private
-
2014
MS
Maylot SterlinaChief Marketing Officer
Illustration of an envelope

Credent Wealth Management Tech Stack

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Frequently Asked Questions Regarding Credent Wealth Management

What is Credent Wealth Management's official website?
Credent Wealth Management's official website is www.credentwealth.com
What is Credent Wealth Management's Revenue?
Credent Wealth Management's revenue is $20.1 Million
What is Credent Wealth Management's SIC code?
Credent Wealth Management's SIC: 62,628
What is Credent Wealth Management's NAICS code?
Credent Wealth Management's NAICS: 52,523
How many employees does Credent Wealth Management have?
Credent Wealth Management has 51-200 employees
What industry does Credent Wealth Management belong to?
Credent Wealth Management is in the industry of: Finance, Securities Trading
What is Credent Wealth Management competition?
Credent Wealth Management top competitors include: HJAM Financial Services, Attleboro Wealth Management, Thoroughbred Advisors, Sears Group
What companies has Credent Wealth Management acquired?
Credent Wealth Management has acquired the companies: CX WealthDirect, Credent Wealth Management, CXI Advisors, 9012 Perspective Financial Group
What technology does Credent Wealth Management use?
Some of the popular technologies that Credent Wealth Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
Who is the CFO of Credent Wealth Management?
Credent Wealth Management's CFO is Christina North
How do I contact Credent Wealth Management?
Credent Wealth Management contact info: Phone number: (260) 927-1830 Website: www.credentwealth.com
What does Credent Wealth Management do?

Credent Wealth Management is a registered investment advisor headquartered in Indiana, providing service, planning, and fee-only investments in areas such as mergers and acquisitions.... Read More

What are Credent Wealth Management social media links?
Credent Wealth Management Linkedin page Credent Wealth Management Twitter page Credent Wealth Management Facebook page
Who invested in Credent Wealth Management?
Credent Wealth Management has 2 investors including Crestline and PPP.
Is Credent Wealth Management a public company?
Credent Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Credent Wealth Management

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