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Personal Wealth Partners

EST. AUM
$630,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number 172055
Website joincredentwealth.com
Client types

Overview

Personal Wealth Partners and Credent Wealth Management have merged in summer 2022. Credent Wealth Management offers a broad range of financial management planning and advisory services built on a client-focused model. Credent believes that all Americans should have access to independent and affordable advice, and the company’s fiduciary obligation is always to the client. Credent believes in the power of partnership, supporting clients and advisors with a team of experienced professionals. The company continues to grow, focusing on an integrator model which offers economic and professional benefits to partners.

Platform Details

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Alternative Activity

Address

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

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