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CEDARWOOD WEALTH
CEDARWOOD WEALTH LLC
CRD 334756 · SEC 801-132112
1745 SHEA CENTER DRIVE, 445, HIGHLANDS RANCH, CO, 80129, United States
Phone
303-351-6245
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.4M
Discretionary AUM
$211.5M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $23.1M |
| High net worth individuals | 56 | $189.8M |
| Business development companies | 2 | $381K |
| Corporations/business entities | 2 | $63K |
States served
CO, GA, OH, OK, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD