Firm profile

CEDRUS WEALTH GROUP

ANDOVER, MNCRD 334995Latest ADV March 24, 2026

Cedrus Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Andover, MN. Its latest Form ADV filing, dated March 24, 2026, reports $218M in regulatory assets under management, 7 employees, 1 office, and 1,094 accounts.

Assets Under Management
$218M
Employees
7
Offices
1 office
Total Clients
550
Primary office
ANDOVER, MN
1887 STATION PARKWAY NORTHWEST, ANDOVER, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoseph E. Bertilson

Advisory services offered

4 types reported
Educational seminars/workshops
Other advisory services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
400
2
HNWI
27.3%
150
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$218Mas of March 24, 2026
Discretionary98.4%
$214M
98% of total RAUM98.4%
Non-discretionary1.6%
$4M
2% of total RAUM1.6%
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$218M
Total Accounts1,094
10Y AUM Change+$218M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee79:1
10Y Employee Change+1 (+16.7%)

* 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.