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CEDAR VALLEY WEALTH ADVISORS
THE HEATON HOPPES GROUP, LLC
CRD 115511 · SEC 801-113740
411 VIKING ROAD, SUITE A, CEDAR FALLS, IA, 50613, United States
Phone
319-266-6507
Fax
319-266-6601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.5M
Discretionary AUM
$172.5M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $62.5M |
| High net worth individuals | 26 | $87.1M |
| Pension/profit sharing plans | 5 | $21.7M |
States served
IA
All web addresses on file
Official SEC filing: View on IAPD