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CEDAR WEALTH MANAGEMENT
1990 North California Blvd, 8th Floor
Walnut Creek, California 94596
Tel: (415) 230-2757
About CEDAR WEALTH MANAGEMENT
CEDAR WEALTH MANAGEMENT, formally registered with the SEC as CEDAR WEALTH MANAGEMENT. The firm was established in 01/04/2016. They have over 2 offices throughout the country.
CEDAR WEALTH MANAGEMENT is a Walnut Creek, California based Financial Planning firm with nearly $357,645,726 assets under management, offering retirement planning & investment advisory services to 212 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167149 |
| SEC# | 801-107067 |
| Assets Managed by Firm | $357,645,726 |
| No. of Clients | 212 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 212 | $357,645,726 |
| Individuals (other than high net worth individuals) | 26 | $9,741,399 |
| High net worth individuals | 62 | $230,976,541 |
| Charitable organizations | Fewer than 5 clients | $1,330,380 |
| Corporations or other businesses | Fewer than 5 clients | $3,126,488 |
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