CEDAR WEALTH MANAGEMENT, LLC
Doing business as CEDAR WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$417,242,966
Discretionary
$370,660,084
Non-discretionary
$46,582,882
Firm details
- CRD number
- 167149
- SEC file number
- 801-107067
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.