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 registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm is individually owned and bills clients using a percentage-of-AUM fee schedule. Its client mix includes both individual/family clients and institutional relationships, with advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
3 of 3JEFFREY BULLOCK
Managing PartnerCRD 5950056
THAD KING
Investment Advisor RepresentativeCRD 6107065
Gregory Watson
Investment Adviser RepresentativeCRD 4690439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$75.3M in ETFs
78%
$58.4M
18%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $13.4M | 20,503 | 17.79% |
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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