CEDAR FALLS, IACRD 115511Latest ADV March 26, 2026
Cedar Valley Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Falls, IA. Its latest Form ADV filing, dated March 26, 2026, reports $173M in regulatory assets under management, 3 employees, and 293 accounts.
Assets Under Management
$173M
Employees
3
Offices
--
Total Clients
97
Primary office
CEDAR FALLS, IA
411 VIKING ROAD, SUITE A, CEDAR FALLS, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
66
2
HNWI
26.8%
26
3
Pension Plans
5.2%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 26, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$173M
Total Accounts293
10Y AUM Change+$36M (+26.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.