Credent Wealth Management Employee Directory

Financial ServicesIndiana, United States51-200 Employees

Credent Wealth Management is a midsize financial services firm based in Auburn, Indiana, that provides comprehensive wealth management for individuals and families. It operates on a fee-only fiduciary model, delivering transparent, conflict-free guidance centered on clients' goals and life plans. Through a team-based structure, clients work with dedicated wealth professionals who collaborate to create a holistic financial plan, with an emphasis on continuity of service beyond any single advisor. The firm serves hardworking Americans seeking to maintain their standard of living and achieve long-term financial security, offering proactive guidance across major financial events; investment advice is provided through CX Institutional, a registered investment advisor. In October 2024, Credent Wealth Management publicly launched Credent Advisor Solutions, a Turnkey Asset Management Platform developed to support advisory practices.

Find Credent Wealth Management employees' phone numbers or email addresses

Credent Wealth Management Global Highlights

Location
Employees

North America
138

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  • United States Of America
    135
  • Dominican Republic
    1
  • Mexico
    1
  • Canada
    1

Credent Wealth Management's Leadership

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    T. H.
    Partner And Wealth Management Advisor
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    M. R.
    Partner | Portfolio Manager
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    E. S.
    Partner | Wealth Advisor
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    J. R.
    Partner/Financial Advisor
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    T. A. M. C.
    Founding Partner And Wealth Manager
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    T. W.
    Partner | Wealth Manager
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    S. S.
    Owner
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    T. K.
    Partner Integration Advisor
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Credent Wealth Management Employee Metrics

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50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Program & Project Management
  • Recruiting
  • Other

Contact profiles from Credent Wealth Management

Name
Title
Contact Info
Location
Last Update
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    C. W.
    Director Corporate Development
    Phone icon
    UNITED STATES
    Oct 17, 2024
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    A. N.
    Senior Portfolio Manager
    Phone icon
    United StatesKentucky
    Apr 16, 2026
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    D. K.
    Wealth Manager
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    United StatesMichigan
    Apr 14, 2026
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    T. A.
    Regional Manager
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    United StatesMichigan
    Apr 14, 2026
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    B. M.
    Wealth Manager
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    United StatesGeorgia
    Apr 17, 2026
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    B. D.
    Wealth Manager
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    May 27, 2026
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    S. I.
    Wealth Manager
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    United StatesKansas
    Apr 14, 2026
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    R. K.
    Wealth Manager
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    Feb 24, 2026
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    L. W.
    Project Manager And Estimator
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    Oct 16, 2024
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    V. G.
    Consumer Marketing Manager
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    CanadaNorthwest Territories
    Mar 10, 2026

Frequently Asked Questions

What is Credent Wealth Management known for?

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Credent Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 200 East 7th Street Auburn, Indiana 46706 United States; you can contact the main corporate office by phone at . Explore Credent Wealth Management's company overview page for more information.

What is Credent Wealth Management's most common email format?

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Credent Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Credent Wealth Management email formats with LeadIQ.

How many employees does Credent Wealth Management have currently?

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Credent Wealth Management has approximately 125 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Credent Wealth Management's key employees and leadership?

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As of June 2026, Credent Wealth Management's key employees include:

  • Partner And Wealth Management Advisor: T. H.
  • Partner | Portfolio Manager: M. R.
  • Partner | Wealth Advisor: E. S.
  • Partner/Financial Advisor: J. R.
  • Founding Partner And Wealth Manager: T. A. M. C.

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