CEDAR VALLEY WEALTH ADVISORS

Overview

Cedar Valley Wealth Advisors is an independent registered investment adviser formed in 2018 and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee mix includes assets-under-management charges, hourly fees and other fee arrangements, which supports both ongoing advisory relationships and project-based engagements. Investment activity centers on pooled public funds as the primary vehicle for implementing client strategies. The firm does not identify as an active ESG investor and is not structured as a capital allocator. Given its service set and custodial relationships, Cedar Valley appears to run model-driven or mutual fund–centric portfolios for most clients while retaining the ability to add bespoke or illiquid exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices