← Directory
CEDAR WEALTH MANAGEMENT
Legal name: CEDAR WEALTH MANAGEMENT, LLC
CRD 167149File 801-107067
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$417.2M
Below cohort median (national)
Discretionary AUM
$370.7M
Non-discretionary $46.6M
Clients
64
132 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 4, 2016
- Principal office
- Not reported
- Phone
- (415) 230-2757
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $417.2M
- Discretionary AUM
- $370.7M
- Non-discretionary AUM
- $46.6M
- Discretionary accounts
- 131
- Non-discretionary accounts
- 1
- Total accounts
- 132
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 49 | $259.3M |
| Individuals (other than high net worth individuals) | 15 | $7.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 72 | 64 | decreased by8 |
| Apr 1, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Clients | 51 | 72 | increased by21 |
| Apr 1, 2026 | AUM | $361,392,640 | $417,242,966 | increased by$55,850,326 |
| Apr 1, 2026 | Accounts | 113 | 132 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 100 | 51 | decreased by49 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $345,873,361 | $361,392,640 | increased by$15,519,279 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 219 | 113 | decreased by106 |
| Apr 1, 2022 | Clients | 97 | 100 | increased by3 |
| Apr 1, 2022 | AUM | $286,193,379 | $345,873,361 | increased by$59,679,982 |
| Apr 1, 2022 | Accounts | 204 | 219 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CEDAR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CEDAR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.