# Cedar Cove Wealth Partners

> 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.

- CRD: 336245
- Filed as: CEDAR COVE WEALTH PARTNERS
- Legal name: SBE LLC DBA Cedar Cove Wealth Partners
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336245
- AdvisorCensus page: https://advisorcensus.com/firm/cedar-cove-wealth-partners-bloomington-mn-336245

## Quick answers

**How is Cedar Cove Wealth Partners compensated?**
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.

**How much does Cedar Cove Wealth Partners charge?**
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.

**Where is Cedar Cove Wealth Partners located?**
Cedar Cove Wealth Partners' principal office is in Bloomington, MN, according to its Form ADV.

**Is Cedar Cove Wealth Partners registered with the SEC or a state?**
Cedar Cove Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336245.

**How much does Cedar Cove Wealth Partners manage?**
Cedar Cove Wealth Partners reports $455,020,729 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Cedar Cove Wealth Partners' assets and staff changed since 2025?**
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.

**What types of clients does Cedar Cove Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,155); high net worth individuals (881).

**Which custodians does Cedar Cove Wealth Partners use?**
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.

**Does Cedar Cove Wealth Partners report any disciplinary disclosures?**
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

**Does Cedar Cove Wealth Partners state an account minimum?**
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."

**What changed in Cedar Cove Wealth Partners' recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 12, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: None

> Cedar Cove does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $455,020,729
- Discretionary: $455,020,729
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,155 | $150,500,506 |
| High net worth individuals | 881 | $304,520,223 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, FL, MN, SD, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cedarcovewealth.com
- facebook.com.cedarcovewealth
- Instagram @CEDARCOVEWEALTH
- LinkedIn @CEDAR-COVE-WEALTH-PARTNERS
- X @CEDARCOVEWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 14 | July 7, 2025 |
| October 2026 | $455,020,729 | 14 | August 26, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedar Cove Wealth Partners (CRD 336245): Form ADV filing data as of October 2026.