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CEDAR VALLEY WEALTH ADVISORS
411 Viking Road
Suite A
Cedar Falls, Iowa 50613
Tel: 319-266-6507
About CEDAR VALLEY WEALTH ADVISORS
CEDAR VALLEY WEALTH ADVISORS, formally registered with the SEC as CEDAR VALLEY WEALTH ADVISORS. The firm was established in 07/26/2018. They have over 1 offices throughout the country.
CEDAR VALLEY WEALTH ADVISORS is a Cedar Falls, Iowa based Financial Planning firm with nearly $150,105,472 assets under management, offering retirement planning & investment advisory services to 298 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115511 |
| SEC# | 801-113740 |
| Assets Managed by Firm | $150,105,472 |
| No. of Clients | 298 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 298 | $150,105,472 |
| Individuals (other than high net worth individuals) | 67 | $48,210,274 |
| High net worth individuals | 27 | $81,587,070 |
| Pension and profit sharing plans | 6 | $19,350,609 |
| Corporations or other businesses | Fewer than 5 clients | $957,519 |
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