THE HEATON HOPPES GROUP, LLC
Doing business as CEDAR VALLEY WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$172,545,165
Discretionary
$172,545,165
Non-discretionary
$0
Firm details
- CRD number
- 115511
- SEC file number
- 801-113740
- Main office
- CEDAR FALLS, IA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Other
As of November 2026.