# Cecil Wealth

> Cecil Wealth is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 338245
- Filed as: CECIL WEALTH
- Legal name: Cecil Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338245
- AdvisorCensus page: https://advisorcensus.com/firm/cecil-wealth-338245

## Quick answers

**How is Cecil Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Cecil Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cecil Wealth registered with the SEC or a state?**
Cecil Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338245.

**How much does Cecil Wealth manage?**
Cecil Wealth reports $30,580,517 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Cecil Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (15).

**Does Cecil Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338245

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,580,517
- Discretionary: $30,580,517
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $9,539,948 |
| High net worth individuals | 15 | $21,040,569 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cecilwealth.com
- LinkedIn @andrew-cecil-cfp®-5093741a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cecil Wealth (CRD 338245): Form ADV filing data as of October 2026.