Cedar Cove Wealth Partners
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 336245
- Registered since
- July 21, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI66.92%
- Individuals33.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cedar Cove Wealth Partners is an independent RIA structured as an LLC that provides fee-based wealth management and planning for individual and family clients. The firm is SEC-registered (2025) and serves as a capital allocator, combining discretionary portfolio management with financial planning, selection of outside advisers, and educational offerings such as newsletters and workshops. Its service menu also includes insurance brokerage. Fee arrangements are varied—percentage of AUM, hourly and fixed fees, plus other fee arrangements—reflecting a hybrid advisory model. The firm identifies as an active ESG investor and targets both individual/small business clients and larger business or institutional portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Keith Sapp
Partner and Chief Investment OfficerCRD 5056345
Contacts
3 of 10
Christopher Sipe
Founding Partner and Wealth AdvisorCRD 5744426
Sara Schreiber
Senior Portfolio ManagerCRD 4280460
Jennifer Cords
Founding Partner and Wealth AdvisorCRD 4107484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$206M in ETFs
65%
$134M
10%
$72.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF (JUST) | Goldman Sachs | Passive | Large Blend | $42.3M | 387,728 | 20.50% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7900 Xerxes Ave S
- Time zone
- CT (UTC-6)
- Office locations
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