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CEDAR COVE WEALTH PARTNERS

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

CRD 336245 · SEC 801-133908

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7900 XERXES AVE S, SUITE 1750, BLOOMINGTON, MN, 55431, United States

Phone

952-358-3456

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$455.0M

Discretionary AUM

$455.0M

Team

14 total employees; 10 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING & ESTATE PLANNING COORDINATION

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals1155$150.5M
High net worth individuals881$304.5M

States served

CO, MN, WI, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD