Overview
Assets Under Management: $173 million
Headquarters: CEDAR FALLS, IA
High-Net-Worth Clients: 26
Average Client Assets: $3.4 million
Frequently Asked Questions
CEDAR VALLEY WEALTH ADVISORS 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 #115511), CEDAR VALLEY WEALTH ADVISORS is subject to fiduciary duty under federal law.
CEDAR VALLEY WEALTH ADVISORS is headquartered in CEDAR FALLS, IA.
CEDAR VALLEY WEALTH ADVISORS serves 26 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, CEDAR VALLEY WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CEDAR VALLEY WEALTH ADVISORS manages $173 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, CEDAR VALLEY WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.51%
Average Client Assets: $3.4 million
Total Client Accounts: 293
Discretionary Accounts: 293
Regulatory Filings
CRD Number: 115511
Filing ID: 2084058
Last Filing Date: 2026-03-26 15:23:29