Investment adviser · CRD 334756
CEDARWOOD WEALTH
Investment adviser filing (IA)
CEDARWOOD WEALTH LLC
HIGHLANDS RANCH, CO, United States · Form ADV filed Jul 20, 2026
- Regulatory AUM
- $213M Form ADV · Item 5.F
- Client accounts
- 378 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 | 56 | $189,836,684 | 88.9% |
| Individuals | 55 | $23,138,723 | 10.8% |
| Business development companies | 2 | $381,163 | 0.2% |
| Corporations & businesses | Fewer than 5 | $63,295 | 0.0% |
Filing source
Form ADV 2120903 · Jul 20, 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: Jul 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
1745 SHEA CENTER DRIVE, 445HIGHLANDS RANCH, CO, 80129, United States
CRD 334756
Filing source
Form ADV 2120903 · Jul 20, 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.