1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CEDARWOOD WEALTH

Map pinHIGHLANDS RANCH, CO
Phone303-351-6245
NotebookSEC #801-132112
Total AUM
$213.4M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1745 SHEA CENTER DRIVE
445
HIGHLANDS RANCH
CO 80129
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
303-351-6245
Other Offices
1

ReceiptFinancials

Total AUM
$213.4M
Accounts
378
Discretionary
$211.5M
Accounts
374
Non-Discretionary
$1.9M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
55
AUM
$23.1M
HNW Individual Clients
56
AUM
$189.8M
Business Development Company Clients
2
AUM
$381.2K
Corporation or Business Clients
2
AUM
$63.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAOHOKTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account