Cedar Peak Wealth Advisors

Overview

Cedar Peak Wealth Advisors is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm works with both individual and family clients as well as small institutional accounts, providing financial planning and discretionary portfolio management geared toward individuals and small businesses. Fee arrangements combine a percentage-of-assets component with fixed-fee engagements. Investment activity centers on publicly pooled vehicles—mutual funds and other public funds are the primary building blocks of client portfolios—while the firm also allocates to real estate through third‑party managers. Cedar Peak maintains discretionary authority across its reported assets, which supports a hands‑on, consolidated approach to portfolio implementation and rebalancing for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices