|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cedar Mountain Advisors LLC
✚
|
|
|---|---|
| CRD # | 140339 |
| SEC # | 801-68704 |
| CIK # | 0001798986 |
| AUM | $1.1 B (2025-07-22) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 503-224-6868 |
| Address | 5285 Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001798986 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Automatic Data Processing Inc | 4.0 | ||
| Microsoft Corp | 2.2 | ||
| CSX Corp | 2.1 | ||
| Apple Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 194.7 |
| (b) Individuals (high net worth individuals) | 235 | 542.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 315.4 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,612 | 1,064.4 |
| By Discretionary | ||
| Discretionary | 2,583 | 759.7 |
| Non-Discretionary | 29 | 304.7 |
| Total | 2,612 | 1,064.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,064.4 | |
| Total | 2,612 | 1,064.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001798986] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stephens Consulting LLC
✚
|
MI | 1.1 |
|
LJI Wealth Management LLC
✚
|
IN | 1.1 |
|
KERA Capital Partners Inc
✚
|
CA | 1.1 |
|
Fielder Capital Group LLC
✚
|
TN | 1.1 |
|
BOSS Retirement Advisors LLC
✚
|
UT | 1.1 |
|
Managed Asset Portfolios LLC
✚
|
MI | 1.1 |
|
KEB Asset Management LLC
✚
|
IL | 1.1 |
|
Signet Financial Management LLC
✚
|
NJ | 1.1 |
|
Hemington Wealth Management LLC
✚
|
VA | 1.1 |
|
180 Wealth Advisors LLC
✚
|
WA | 1.1 |