|
⚲
|
| Keyboard |
| Cedrus Wealth Group LLC
✚
|
|
|---|---|
| CRD # | 334995 |
| SEC # | 801-132257 |
| CIK # | 0002134767 |
| AUM | 217.8 M (2026-06-25) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 763-400-3224 |
| Address | 1887 Station Parkway Northwest Andover, MN 55304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002134767 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Linde PLC | 1.1 | ||
| Tesla Motors Inc | 1.0 | ||
| Sprott Physical Gold Trust | 0.9 | ||
| Buenaventura Mining Co Inc | 0.9 | ||
| Pan American Silver Corp | 0.9 | ||
| United Rentals Inc /DE | 0.8 | ||
| Prev | Page 1 | Next | |||
| 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) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Terra Nova Asset Management LLC
✚
|
NY | 220.2 M |
|
RHS Financial LLC
✚
|
CA | 219.8 M |
|
Great Hill Advisory Ltd
✚
|
NY | 218.4 M |
|
Madden Funds Management Ltd
✚
|
IL | 217.9 M |
|
Sound Financial Strategies Group LLC
✚
|
MS | 217.7 M |
|
Sun Financial Inc
✚
|
UT | 217.5 M |
|
APS Management Group Inc
✚
|
CA | 217.4 M |
|
Strategic Retirement Advisors LLC
✚
|
CA | 216.9 M |
|
Marrick Wealth LLC
✚
|
CA | 215.6 M |
|
Ginsler Wealth Management Inc
✚
|
215.5 M |