Investment adviser · CRD 115511
CEDAR VALLEY WEALTH ADVISORS
Investment adviser filing (IA)
THE HEATON HOPPES GROUP, LLC
CEDAR FALLS, IA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $173M Form ADV · Item 5.F
- Client accounts
- 293 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 26 | $87,149,924 | 50.5% |
| Individuals | 66 | $62,491,127 | 36.2% |
| Retirement plans | 5 | $21,681,624 | 12.6% |
| Corporations & businesses | Fewer than 5 | $1,222,490 | 0.7% |
Filing source
Form ADV 2084058 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
411 VIKING ROAD, SUITE ACEDAR FALLS, IA, 50613, United States
CRD 115511
Filing source
Form ADV 2084058 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.