CEDARWOOD WEALTH LLC
Doing business as CEDARWOOD WEALTH. SEC Form ADV profile.
Total regulatory AUM
$213,419,865
Discretionary
$211,517,496
Non-discretionary
$1,902,369
Firm details
- CRD number
- 334756
- SEC file number
- 801-132112
- Main office
- HIGHLANDS RANCH, CO, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.cedarwoodwealth.com
- Fee structure
-
Percentage of AUM
As of November 2026.