Investment adviser · CRD 334995
CEDRUS WEALTH GROUP
Investment adviser filing (IA)
CEDRUS WEALTH GROUP LLC
ANDOVER, MN, United States · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $218M Form ADV · Item 5.F
- Client accounts
- 1,094 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 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 | 150 | $158,888,000 | 72.9% |
| Individuals | 400 | $55,426,000 | 25.4% |
| Retirement plans | Fewer than 5 | $3,500,000 | 1.6% |
Filing source
Form ADV 2131362 · Sep 8, 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: Sep 8, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets
Principal office
1887 STATION PARKWAY NORTHWESTANDOVER, MN, 55304, United States
CRD 334995
Filing source
Form ADV 2131362 · Sep 8, 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.