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| Happy Holidays!! thanks for using AUM13F!! |
| Cedar Wealth Management LLC
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| CRD # | 167149 |
| SEC # | 801-107067 |
| CIK # | 0001665642 |
| AUM | $361.4 M (2025-04-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-230-2757 |
| Address | 1990 North California Blvd, 8th Floor Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001665642 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 14.3 | ||
| Altria Group Inc | 5.6 | ||
| Amazon Com Inc | 3.4 | ||
| Kraft Foods Inc | 3.3 | ||
| Alphabet Inc | 2.9 | ||
| Nvidia Corp | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| Apple Inc | 1.6 | ||
| US Bancorp de | 1.5 | ||
| Facebook Inc | 1.2 | ||
| Novagold Resources Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 5.5 |
| (b) Individuals (high net worth individuals) | 36 | 225.5 |
| (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 | 1.4 |
| (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 | 129.0 |
| Total | 113 | 361.4 |
| By Discretionary | ||
| Discretionary | 112 | 321.6 |
| Non-Discretionary | 1 | 39.8 |
| Total | 113 | 361.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.4 | |
| Total | 113 | 361.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665642] |
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