CX Institutional, LLC d/b/a Credent Wealth Management

EST. AUM
$4,464,692,612

CONTACTS
6

CLIENT ACCOUNTS
13,723

Firm Details

Metro area South Bend
CRD Number 292627
Website credentwealth.com
Client types

Overview

CX Institutional, LLC is a Delaware-based investment advisory firm established in 2018 through the merger of Hefty Wealth Partners, Inc. and Oak Point Wealth Management, LLC—both originally founded in 2010. The firm succeeded Hefty Wealth Partners in SEC registration and is wholly owned by Credent Holdings, LLC, which is principally controlled by Hefty Wealth Partners. The firm offers a comprehensive suite of investment advisory services to a diverse client base, including individuals, high-net-worth individuals, charitable organizations, and business entities. Services are delivered on both a discretionary and non-discretionary basis and may be structured with or without a wrap fee. Additionally, CX Institutional provides financial planning and consulting services tailored to client needs. Fee arrangements and service levels are detailed in client-specific advisory agreements prior to engagement.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CX Institutional, LLC d/b/a Credent Wealth Management

Platform Details

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