CEDAR WEALTH MANAGEMENT, LLC

CEDAR WEALTH MANAGEMENT, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 167149). Regulatory assets under management: $417.2M. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
Neil JubailiMANAGING MEMBER & CHIEF COMPLIANCE OFFICERWalnut Creek, CA
JUBAILI NEILMANAGING MEMBER & CHIEF COMPLIANCE OFFICER

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