HIGHLANDS RANCH, COCRD 334756Latest ADV March 4, 2026
Cedarwood Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Highlands Ranch, CO. Its latest Form ADV filing, dated March 4, 2026, reports $213M in regulatory assets under management, 3 employees, 1 office, and 378 accounts.
Assets Under Management
$213M
Employees
3
Offices
1 office
Total Clients
115
Primary office
HIGHLANDS RANCH, CO
1745 SHEA CENTER DRIVE, 445, HIGHLANDS RANCH, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.7% of total clients.
Top client categories% of clientsClients
1
HNWI
48.7%
56
2
Individuals
47.8%
55
3
BDCs
1.7%
2
4
Corporations
1.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 4, 2026
Discretionary99.1%
$212M
99% of total RAUM99.1%
Non-discretionary0.9%
$2M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$213M
Total Accounts378
10Y AUM Change+$213M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
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.