LP Profile

Cedar Wealth Management

Also known as cedar wealth

Wealth ManagerWalnut Creek, United StatesFounded 2013
$346M
Assets Under Management
Walnut Creek
Headquarters
Investment Focus

About Cedar Wealth Management

Cedar Wealth Management is a wealth manager based in Walnut Creek, US. Founded in 2013. Reported AUM: 346 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cedar Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$417.2M
Total Clients
132
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Cedar Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cedar Wealth Management?

Cedar Wealth Management is a wealth manager based in Walnut Creek, United States, managing approximately $346M in assets.

Where is Cedar Wealth Management headquartered?

Cedar Wealth Management is headquartered in Walnut Creek, United States.

How much does Cedar Wealth Management manage?

Cedar Wealth Management manages approximately $346M in assets under management.

When was Cedar Wealth Management founded?

Cedar Wealth Management was founded in 2013.

How can I contact Cedar Wealth Management?

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