Overview
Assets Under Management: $135 million
Headquarters: HIGHLANDS RANCH, CO
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
CEDARWOOD WEALTH 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 #334756), CEDARWOOD WEALTH is subject to fiduciary duty under federal law.
CEDARWOOD WEALTH is headquartered in HIGHLANDS RANCH, CO.
CEDARWOOD WEALTH serves 39 high-net-worth clients according to their SEC filing dated January 02, 2026. View client details ↓
According to their SEC Form ADV, CEDARWOOD WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
CEDARWOOD WEALTH manages $135 million in client assets according to their SEC filing dated January 02, 2026.
According to their SEC Form ADV, CEDARWOOD WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 292
Discretionary Accounts: 288
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 334756
Filing ID: 2036106
Last Filing Date: 2026-01-02 10:13:07