Cedarwood Wealth
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About the firm
Cedarwood Wealth gives you a personalized experience to help you make better decisions with your money.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cedarwood Wealth offers investing, planning and advice, 401(k) advisory, and outsourced CIO services, including personalized investment plans, financial planning leveraging technology, corporate retirement plan guidance, and portfolio construction and asset allocation.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.85% |
| $2,000,001 - $3,000,000 | 0.75% |
| $3,000,001 - $5,000,000 | 0.50% |
| $5,000,001 - $10,000,000 | 0.35% |
| $10,000,001 and above | 0.25% |
Data as of July 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cedarwood Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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