CEDAR PEAK WEALTH ADVISORS

CEDAR PEAK WEALTH ADVISORS is an SEC-registered investment adviser (CRD 317246). Regulatory assets under management: $15.1M.

Registration

• CRD: 317246
• Type: Registered investment adviser
• Phone: 720-466-3988
• Latest filing: 2026-03-17
• Regulatory AUM: $15.1M
• Discretionary AUM: $15.1M
• Clients: 1
• Accounts: 96

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317246 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search