Overview
Assets Under Management: $432 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 771
Average Client Assets: $374,343
Frequently Asked Questions
CEDAR COVE WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336245), CEDAR COVE WEALTH PARTNERS is subject to fiduciary duty under federal law.
CEDAR COVE WEALTH PARTNERS is headquartered in BLOOMINGTON, MN.
CEDAR COVE WEALTH PARTNERS serves 771 high-net-worth clients according to their SEC filing dated November 25, 2025. View client details ↓
According to their SEC Form ADV, CEDAR COVE WEALTH PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
CEDAR COVE WEALTH PARTNERS manages $432 million in client assets according to their SEC filing dated November 25, 2025.
According to their SEC Form ADV, CEDAR COVE WEALTH PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 771
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.86
Average High-Net-Worth Client Assets: $374,343
Total Client Accounts: 1,861
Discretionary Accounts: 1,861
Regulatory Filings
CRD Number: 336245
Filing ID: 2030027
Last Filing Date: 2025-11-25 12:47:07
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