{
  "crd_number": 336245,
  "slug": "cedar-cove-wealth-partners-bloomington-mn-336245",
  "primary_business_name": "CEDAR COVE WEALTH PARTNERS",
  "legal_name": "SBE LLC DBA CEDAR COVE WEALTH PARTNERS",
  "dbas": [],
  "city": "Bloomington",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-21",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 455020729.0,
  "raum_discretionary": 455020729.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 150500506.0,
      "count": 1155
    },
    "high_net_worth_individuals": {
      "raum": 304520223.0,
      "count": 881
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "MN",
    "SD",
    "TX",
    "WI"
  ],
  "websites": [
    "https://cedarcovewealth.com",
    "https://facebook.com.cedarcovewealth",
    "https://instagram.com/CEDARCOVEWEALTH",
    "https://linkedin.com/COMPANY/CEDAR-COVE-WEALTH-PARTNERS",
    "https://x.com/CEDARCOVEWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336245",
  "city_as_filed": "BLOOMINGTON",
  "url": "https://advisorcensus.com/firm/cedar-cove-wealth-partners-bloomington-mn-336245",
  "display_name": "Cedar Cove Wealth Partners",
  "summary": "Cedar Cove Wealth Partners is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.",
  "citation": "AdvisorCensus. Cedar Cove Wealth Partners (CRD 336245): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Cedar Cove Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cedar Cove Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "What does Cedar Cove Wealth Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated August 12, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cedar Cove Wealth Partners located?",
      "a": "Cedar Cove Wealth Partners' principal office is in Bloomington, MN, according to its Form ADV."
    },
    {
      "q": "Is Cedar Cove Wealth Partners registered with the SEC or a state?",
      "a": "Cedar Cove Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336245."
    },
    {
      "q": "How much does Cedar Cove Wealth Partners manage?",
      "a": "Cedar Cove Wealth Partners reports $455,020,729 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cedar Cove Wealth Partners' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Cedar Cove Wealth Partners: Regulatory assets under management: $0 in the October 2025 data and $455,020,729 in the October 2026 data. Total employees: 14 in October 2025 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cedar Cove Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,155); high net worth individuals (881)."
    },
    {
      "q": "Which custodians does Cedar Cove Wealth Partners use?",
      "a": "Cedar Cove Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cedar Cove Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336245"
    },
    {
      "q": "Does Cedar Cove Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 12, 2026 says: \"Cedar Cove does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in Cedar Cove Wealth Partners' recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 14,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 455020729.0,
      "total_employees": 14,
      "filing_date": "2026-08-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $431,681,095.",
        "Employees performing advisory functions went from 11 to 10.",
        "Registered or notice-filed in CO, FL, SD, WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 12, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fee ranges up to 2.0% annually and is assessed and/or charged quarterly in advance, based on the value at the end of the prior billing period."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Cedar Cove does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "quotes": [
      "Our annual fee ranges up to 2.0% annually and is assessed and/or charged quarterly in advance, based on the value at the end of the prior billing period.",
      "Cedar Cove does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cedar-cove-wealth-partners-bloomington-mn-336245.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1155,
      "fewer_than_5": false,
      "raum": 150500506.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 881,
      "fewer_than_5": false,
      "raum": 304520223.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336245",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}