Cedar Cove Wealth Partners

Overview

Cedar Cove Wealth Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm focuses on individual and family clients and acts as a capital allocator, combining portfolio management and financial planning with insurance brokerage capabilities. It charges a mix of percentage-of-AUM fees and non‑AUM fees (hourly, fixed and other arrangements) depending on the engagement. Advisory services extend beyond standard wealth management: the firm provides financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and client education through newsletters and seminars. Cedar Cove identifies itself as an active ESG investor and reports both advisory and educational activity as part of its client offering.

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Public Holdings

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Location & Offices