|
⚲
|
| Cedar Wealth Management LLC
✚
| |
|---|---|
| CRD # | 167149 |
| SEC # | 801-107067 |
| CIK # | 0001665642 |
| AUM | $357.6 MM (2024-05-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-230-2757 |
| Address | 1990 North California Blvd, 8th Floor Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PM | 158,793.3 | 16.8 | |
| MO | 78,198.0 | 6.6 | |
| AMZN | 1,092,997.8 | 3.5 | |
| MDLZ | 85,415.8 | 3.2 | |
| MSFT | 1,918,222.4 | 2.4 | |
| SFBS | 4,247.1 | 2.2 | |
| GOOGL | 1,475,138.5 | 2.2 | |
| NVDA | 399,550.0 | 1.8 | |
| AAPL | 2,382,844.0 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 9.7 |
| (b) Individuals (high net worth individuals) | 62 | 231.0 |
| (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 | 1.3 |
| (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 | 3.1 |
| (n) Other | 8 | 112.5 |
| Total | 212 | 357.6 |
| By Discretionary | ||
| Discretionary | 211 | 321.8 |
| Non-Discretionary | 1 | 35.9 |
| Total | 212 | 357.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.6 | |
| Total | 212 | 357.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001665642] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Decker Wealth Management LLC
✚
|
TN | 0.4 |
|
LEGA Z Advisory LLC
✚
|
CA | 0.4 |
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |
|
Envision Capital Management Inc
✚
|
CA | 0.4 |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.4 |
|
Spivak Asset Management LLC
✚
|
CT | 0.4 |
|
H I A - Helvetia Investment Advisors Sa
✚
|
0.4 | |
|
Pine Harbor Wealth Management LLC
✚
|
MD | 0.4 |
|
The Lam Group Inc
✚
|
OR | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |