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Building 2CEDAR WEALTH MANAGEMENT

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Phone(415) 230-2757
NotebookSEC #801-107067
Total AUM
$417.2M
Employees
4
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(415) 230-2757
Other Offices
2

ReceiptFinancials

Total AUM
$417.2M
Accounts
132
Discretionary
$370.7M
Accounts
131
Non-Discretionary
$46.6M
Accounts
1

ContactClients

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Individual Clients
15
AUM
$7.5M
HNW Individual Clients
49
AUM
$259.3M
Charitable Organization Clients
1
AUM
$1.7M
Other Clients
8
AUM
$148.8M
Description of Other Clients
FAMILY PARTNERSHIPS

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKYSCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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