# Cedar Peak Wealth Advisors

> Cedar Peak Wealth Advisors is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 317246
- Filed as: CEDAR PEAK WEALTH ADVISORS
- Legal name: Cedar Peak Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317246
- AdvisorCensus page: https://advisorcensus.com/firm/cedar-peak-wealth-advisors-317246

## Quick answers

**How is Cedar Peak Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Cedar Peak Wealth Advisors 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 Cedar Peak Wealth Advisors registered with the SEC or a state?**
Cedar Peak Wealth Advisors is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317246.

**How much does Cedar Peak Wealth Advisors manage?**
Cedar Peak Wealth Advisors reports $15,095,819 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Cedar Peak Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (2); corporations or other businesses not listed above (1).

**Does Cedar Peak Wealth Advisors 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/317246

## 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: $15,095,819
- Discretionary: $15,095,819
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $6,883,097 |
| High net worth individuals | 2 | $8,020,952 |
| Corporations or other businesses not listed above | 1 | $191,770 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @cedar-peak-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedar Peak Wealth Advisors (CRD 317246): Form ADV filing data as of October 2026.