November 12, 2025AUBURN, Ind., July 9, 2025 /PRNewswire/ -- CX Institutional, LLC d/b/a Credent Wealth Management ("Credent"), a fee-only RIA headquartered in…
November 12, 2025Credent CEO David Hefty joins Kyle Van Pelt to break down the real succession challenge, post-acquisition growth strategies, and why…- November 12, 2025CEO David Hefty joins WealthManagement.com’s David Armstrong to discuss Credent's growth story. In this episode, David shares: - Why we…
November 12, 2025Auburn, IN, Oct. 30, 2024 -- CX Institutional, LLC d/b/a Credent Wealth Management (“Credent”), a fee-only RIA headquartered in Indiana,…
November 12, 2025The transition to Credent I think just brings more to our clients — more opportunities, more services, an expanded team;…
November 12, 2025Auburn, IN, July 23, 2024 -- CX Institutional, LLC d/b/a Credent Wealth Management (“Credent”), a $2.6 billion RIA headquartered in…- November 12, 2025Credent Wealth Management, an Auburn, Indiana based $2.5B fee-only RIA firm, announces William “Bill” Hoover of Euclid Advisory and James…
November 12, 2025Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners…
November 12, 2025Credent presented me with multiple options for either merger or acquisition, depending on what I wanted for the next stage…- November 12, 2025July 13, 2022, FORT WAYNE, INDIANA — Credent Wealth Management has announced a merger with Personal Wealth Partners. Personal Wealth…
