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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 72 | 64 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.