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.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 55 | $23M |
| High Net Worth Individuals | 56 | $190M |
| Pooled Investment Vehicles | 2 | $381k |
1 total clients reported on Form ADV.
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 March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.