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| Cedar Wealth Management LLC
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|---|---|
| CRD # | 167149 |
| SEC # | 801-107067 |
| CIK # | 0001665642 |
| AUM | 417.2 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-230-2757 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 11.6 | ||
| Altria Group Inc | 5.4 | ||
| Alphabet Inc | 4.6 | ||
| Amazon Com Inc | 3.4 | ||
| Nvidia Corp | 3.0 | ||
| Apple Inc | 3.0 | ||
| Kraft Foods Inc | 2.4 | ||
| Facebook Inc | 1.9 | ||
| Microsoft Corp | 1.7 | ||
| iShares Comex Gold Trust | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.5 |
| (b) Individuals (high net worth individuals) | 49 | 259.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (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 | 0 | 0.0 |
| (n) Other | 8 | 148.8 |
| Total | 132 | 417.2 |
| By Discretionary | ||
| Discretionary | 131 | 370.7 |
| Non-Discretionary | 1 | 46.6 |
| Total | 132 | 417.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.2 | |
| Total | 132 | 417.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001665642] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fischer Investment Group Inc
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NY | 421.5 M |
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Odyssey Group LLC
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Front Row Advisors LLC
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|
Seabird Financial Corporation
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Fruth Investment Management
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|
McCollum Christoferson Group LLC
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|
Garner Asset Management Corporation
✚
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414.0 M | |
|
Mokosak Advisory Group LLC
✚
|
IA | 413.9 M |
|
Ted Buchan & Company LLC
✚
|
CA | 413.2 M |
|
Aletheian Wealth Advisors LLC
✚
|
WA | 412.5 M |