Peerpoint Funds, LLC
Welcome to Peerpoint Funds: Your Platform for Innovative Wealth Solutions
Peerpoint Funds, LLC empowers financial advisors to create and launch investment products “off” Wall Street. Designed by advisors, for advisors and their clients, we focus on overlooked areas in wealth management to make your practice more efficient and client-focused.
01.
Our Mission
Create funds "off" Wall Street, by advisors, for advisors and their clients in areas often overlooked by institutional money. As the holding entity for Sovereign Path Fund, we bridge the gaps left by big institutions.
02.
Our Vision
From allocation designs to unique tax challenges, Wall Street ignores many areas of wealth management that would make advisors' lives easier and their ability to serve clients greater. Peerpoint Funds aims to fill this gap, providing a platform for advisors to launch product-oriented solutions to the marketplace, starting with our core holding, the Sovereign Path Fund.
03.
The Value
This isn't a "who you know" firm. If your idea is valid, and the internal market of our platform clients (Sovereign Path Fund) accept funding it, we'll help you launch a fund, or fund platform. As a management company for Sovereign Path Fund, we democratize access to innovative investing.
PeerPoint Funds is proud to introduce our flagship fund
Independence Amplified
In an industry pushing aggregation and consolidation, Sovereign Path offers the first true alternative: a permanent capital fund that delivers enterprise-scale resources, immediate liquidity, and shared best practices – all while preserving your RIA’s full autonomy. No mandates, no mergers, no loss of control. Just amplified freedom for independent advisors ready to eliminate the false choice between staying small or selling out.
Mission
Vision
Key Benefits
Why Peerpoint Funds?
Julian Heron, CFA, CRPS®
Julian Heron, CFA, CRPS®, is the Co-Founder and CEO of Credentialed Wealth Advisors in Colorado Springs, CO, where he also serves as Chief Investment Officer. With a background spanning sales leadership, financial advisory, and fund management, Julian combines operational expertise and strategic vision to help clients achieve financial independence.
Before founding Credentialed Wealth Advisors, Julian spent eight years as a financial advisor with Edward Jones Investments and served as Southern Colorado Sales Manager at Lewan & Associates, a subsidiary of Global Imaging Systems (GIS). His experience with GIS’s decentralized “family of companies” model inspired his later work developing independence-preserving structures for RIAs.
Julian also founded PeerPoint Funds LLC, the creator of the Sovereign Path Fund, a permanent capital fund that offers independent RIAs access to enterprise-scale resources, liquidity, and shared efficiencies without sacrificing control or culture.
He holds the coveted Chartered Financial Analyst (CFA) designation, one of the most respected and globally recognized credentials in the investment industry, reflecting advanced expertise and a strong ethical commitment. He is also a Chartered Retirement Plans Specialist (CRPS®) and a lifelong student of financial markets and entrepreneurship.
Beyond his professional pursuits, Julian has chaired Thrive, a Colorado Springs non-profit that teaches entrepreneurship to underserved communities, and has served on the advisory board of Concussion Mitigation Technologies. Originally from Washington, D.C., and raised in St. Louis, he has called Colorado home for more than 28 years. Julian enjoys traveling with his wife, Jessica, their four sons, and four grandchildren.