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CEDARWOOD WEALTH
Legal name: CEDARWOOD WEALTH LLC
CRD 334756File 801-132112
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.4M
Below cohort median (national)
Discretionary AUM
$211.5M
Non-discretionary $1.9M
Clients
115
378 accounts
Employees
3
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 12, 2025
- Principal office
- 1745 SHEA CENTER DRIVE, 445, HIGHLANDS RANCH, CO, 80129
- Phone
- 303-351-6245
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.4M
- Discretionary AUM
- $211.5M
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 374
- Non-discretionary accounts
- 4
- Total accounts
- 378
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $63K |
| High net worth individuals | 56 | $189.8M |
| Business development companies | 2 | $381K |
| Individuals (other than high net worth individuals) | 55 | $23.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.