Cedarwood Wealth
Firm details
- Headquarters
- Highlands Ranch, Colorado
- CRD number
- 334756
- Registered since
- March 12, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.95%
- Individuals10.84%
- Business Development Companies0.18%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cedarwood Wealth is an independent, individual-owned registered investment adviser that bills clients on a percentage-of-AUM basis. The firm registered with the SEC in 2025 and positions itself as a combined financial planning and portfolio management provider, primarily for individuals, families and small-business clients, while also taking on some institutional relationships. Its stated advisory activities emphasize financial planning and discretionary portfolio management for individuals and small businesses rather than acting as a capital allocator or pension consultant.
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 Funds41%
- Exchange Traded Equities26%
- US Government Bonds25%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$105M in ETFs
77%
$80.8M
19%
$24.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.5M | 21,515 | 15.65% |
Location
Highlands Ranch, CO
Douglas
Location
Highlands Ranch, CO
Headquartered in Highlands Ranch, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 1745 Shea Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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