# CEDAR WEALTH MANAGEMENT, LLC

CEDAR WEALTH MANAGEMENT, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 167149
- Type: SEC-registered investment adviser
- SEC file number: 801-107067
- Location: 1990 NORTH CALIFORNIA BLVD, 8TH FLOOR, WALNUT CREEK, CA, 94596
- Phone: (415) 230-2757
- Latest filing: 2026-03-31
- Regulatory AUM: $417.2M
- Discretionary AUM: $370.7M
- Non-discretionary AUM: $46.6M
- Clients: 4
- Accounts: 132

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Neil Jubaili | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Walnut Creek, CA |
| JUBAILI NEIL | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167149/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167149/similar
- Related entities: https://search.stillhousedata.com/firm/167149/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167149

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.