|
⚲
|
| Keyboard |
| Cedarwood Wealth LLC
✚
|
|
|---|---|
| CRD # | 334756 |
| SEC # | 801-132112 |
| CIK # | 0002114448 |
| AUM | 213.4 M (2026-06-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-351-6245 |
| Address | 1745 Shea Center Drive Highlands Ranch, CO 80129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002114448 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.4 | ||
| Nvidia Corp | 3.8 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.8 | ||
| SPDR Gold Trust | 1.8 | ||
| Intel Corp | 1.5 | ||
| Alphabet Inc | 1.3 | ||
| Broadcom Inc | 1.1 | ||
| Facebook Inc | 1.0 | ||
| Alphabet Inc | 0.8 | ||
| Tesla Motors Inc | 0.8 | ||
| Lilly Eli & Co | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 23.1 |
| (b) Individuals (high net worth individuals) | 56 | 189.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 2 | 0.4 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 378 | 213.4 |
| By Discretionary | ||
| Discretionary | 374 | 211.5 |
| Non-Discretionary | 4 | 1.9 |
| Total | 378 | 213.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.4 | |
| Total | 378 | 213.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002114448] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arbor Financial Planning LLC
✚
|
MI | 214.7 M |
|
Kinetic Wealth Investment Advisors LLC
✚
|
OH | 214.5 M |
|
Sage Hill Capital LLC
✚
|
MI | 214.3 M |
|
Objective Capital Management LLC
✚
|
OH | 214.2 M |
|
Compass Planning Associates Inc
✚
|
213.9 M | |
|
Retiremitten Financial LLC
✚
|
MI | 213.8 M |
|
Lindahl & Mansager Inc
✚
|
OH | 213.7 M |
|
Floyd Benjamin Joseph
✚
|
TX | 213.5 M |
|
Harding Wealth Inc
✚
|
AZ | 212.6 M |
|
Sequoia Swiss Financial Advisors AG
✚
|
212.3 M |