BLOOMINGTON, MNCRD 336245Latest ADV March 21, 2026
Cedar Cove Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 21, 2026, reports $455M in regulatory assets under management, 14 employees, 3 offices, and 2,036 accounts.
Assets Under Management
$455M
Employees
14
Offices
3 offices
Total Clients
2,036
Primary office
BLOOMINGTON, MN
7900 XERXES AVE S, SUITE 1750, BLOOMINGTON, MN, United States
Top client segmentIndividuals represent 56.7% of total clients.
Top client categories% of clientsClients
1
Individuals
56.7%
1,155
2
HNWI
43.3%
881
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$455Mas of March 21, 2026
Discretionary100.0%
$455M
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.
Total AUM$455M
Total Accounts2,036
10Y AUM Change+$455M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee145:1
10Y Employee Change0 (0.0%)
* 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.