CEDAR COVE WEALTH PARTNERS

Legal name: SBE LLC DBA CEDAR COVE WEALTH PARTNERS

CRD 336245File 801-133908

APPROVED

Retail clients

Custody

Filing as of Aug 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$455.0M

Above cohort median (national)

Discretionary AUM

$455.0M

Clients

2,036

2,036 accounts

Employees

Below cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 21, 2025
Principal office: 7900 XERXES AVE S, SUITE 1750, BLOOMINGTON, MN, 55431
Phone: 952-358-3456
Website: HTTPS://WWW.CEDARCOVEWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $455.0M
Discretionary AUM: $455.0M
Non-discretionary AUM: $0
Discretionary accounts: 2,036
Non-discretionary accounts: 0
Total accounts: 2,036
AUM per client: $223K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	881	$304.5M
Individuals (other than high net worth individuals)	1,155	$150.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — FINANCIAL PLANNING & ESTATE PLANNING COORDINATION
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
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: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.