Overview
Assets Under Management: $218 million
Headquarters: ANDOVER, MN
High-Net-Worth Clients: 150
Average Client Assets: $1.1 million
Frequently Asked Questions
CEDRUS WEALTH GROUP 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 #334995), CEDRUS WEALTH GROUP is subject to fiduciary duty under federal law.
CEDRUS WEALTH GROUP is headquartered in ANDOVER, MN.
CEDRUS WEALTH GROUP serves 150 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, CEDRUS WEALTH GROUP offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CEDRUS WEALTH GROUP manages $218 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, CEDRUS WEALTH GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.95%
Average Client Assets: $1.1 million
Total Client Accounts: 1,094
Discretionary Accounts: 1,093
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 334995
Filing ID: 2060245
Last Filing Date: 2026-03-24 12:14:02