CEDARWOOD WEALTH LLC

CEDARWOOD WEALTH LLC of HIGHLANDS RANCH, CO is an SEC-registered investment adviser (CRD 334756). Regulatory assets under management: $213.4M.

Registration

• CRD: 334756
• SEC file number: 801-132112
• Type: Registered investment adviser
• Location: 1745 SHEA CENTER DRIVE, 445, HIGHLANDS RANCH, CO, 80129
• Phone: 303-351-6245
• Latest filing: 2026-07-20
• Regulatory AUM: $213.4M
• Discretionary AUM: $211.5M
• Non-discretionary AUM: $1.9M
• Clients: 3
• Accounts: 378

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334756 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search