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Cedar Wealth Management
Filed as CEDAR WEALTH MANAGEMENT · Legal name Cedar Wealth Management, LLC
Cedar Wealth Management is an SEC-registered investment advisory firm, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Cedar Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Cedar Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Cedar Wealth Management charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $5,000,000: 1% a year; $5,000,000 to $15,000,000: 0.75% a year; $15,000,000 to $25,000,000: 0.6% a year; $25,000,000 to $50,000,000: 0.5% a year; Above $50,000,000: 0.4% a year; Hourly rate: $350 an hour (financial planning and consulting services); Flat fee: $1,500 to $15,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Cedar Wealth Management registered with the SEC or a state?
Cedar Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 167149.
How much does Cedar Wealth Management manage?
Cedar Wealth Management reports $417,242,966 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (89% discretionary).
How have Cedar Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Cedar Wealth Management: Regulatory assets under management: $286,193,379 in the October 2021 data and $417,242,966 in the October 2026 data, up 46%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cedar Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (15); other (8).
Which custodians does Cedar Wealth Management use?
Cedar Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Cedar Wealth Management 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/167149
What changed in Cedar Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $361,392,640 to $417,242,966 (+15%). Registered or notice-filed in KY, SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 1% |
| $5,000,000 to $15,000,000 | 0.75% |
| $15,000,000 to $25,000,000 | 0.6% |
| $25,000,000 to $50,000,000 | 0.5% |
| Above $50,000,000 | 0.4% |
The brochure's wording
Assets Under Management Annual Percentage of Assets Charge First $5,000,000 1.00% Next $10,000,000 0.75% Next $10,000,000 0.60% Next $25,000,000 0.50% Over $50,000,000 0.40%
Hourly rate: $350 an hour (financial planning and consulting services)
The brochure's wording
Our hourly fee is $350 with a minimum charge of 5 hours.
Flat fee: $1,500 to $15,000 (financial planning and consulting services)
The brochure's wording
Our flat fees typically range from $1,500 to $15,000 .
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$417,242,966 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Cedar Wealth Management, LLC
- Also doing business as
- CEDAR ASSET MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $417,242,966 | 4 | March 31, 2026 |
| October 2025 | $361,392,640 | 3 | April 9, 2025 |
| October 2024 | $357,645,726 | 4 | May 5, 2024 |
| October 2023 | $314,320,378 | 4 | March 23, 2023 |
| October 2022 | $345,873,361 | 4 | March 10, 2022 |
| October 2021 | $286,193,379 | 4 | March 29, 2021 |
Regulatory assets under management: $286,193,379 in the October 2021 data and $417,242,966 in the October 2026 data, up 46%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $361,392,640 to $417,242,966 (+15%).
- Registered or notice-filed in KY, SC.
- January 2026
- No longer registered or notice-filed in KY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cedar Wealth Management (CRD 167149): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cedar-wealth-management-167149