Cedrus Wealth Group LLC

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Assets, Funds, Holdings

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Cedrus Wealth Group LLC
CRD #334995
SEC #801-132257
CIK #0002134767
AUM 217.8 M (2026-06-25)
Employees 7 (57% Investors, 0% Brokers)
Phone763-400-3224
Address1887 Station Parkway Northwest
Andover, MN 55304
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Sprott Physical Silver Trust 18.4
Sprott Physical Platinum & Palladium Trust 7.3
SSR Mining Inc 3.0
Avino Silver & Gold Mines Ltd 2.2
Costco Wholesale Corp /NEW 2.1
Nvidia Corp 1.7
First Majestic Silver Corp 1.7
Apple Inc 1.4
Visa Inc 1.3
Microsoft Corp 1.3
View All
Holdings by Sector ($M)
1108866442202025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 400 55.4
(b) Individuals (high net worth individuals) 150 158.9
(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 3.5
(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 0 0.0
(n) Other 0 0.0
Total 1,094 217.8
By Discretionary
Discretionary 1,093 214.3
Non-Discretionary 1 3.5
Total 1,094 217.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 217.8
Total 1,094 217.8
EDGAR Form CIK 2011 - 2026
13F-HR [0002134767]
Firm Profile (Form ADV)
ServesInstitutional, Retail, Research
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