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CEDAR WEALTH MANAGEMENT
CEDAR WEALTH MANAGEMENT, LLC
CRD 167149 · SEC 801-107067
CA, United States
Phone
(415) 230-2757
Fax
(415) 213-2420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$417.2M
Discretionary AUM
$370.7M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $7.5M |
| High net worth individuals | 49 | $259.3M |
States served
CA, KY, SC, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD