{
  "crd_number": 167149,
  "slug": "cedar-wealth-management-167149",
  "primary_business_name": "CEDAR WEALTH MANAGEMENT",
  "legal_name": "CEDAR WEALTH MANAGEMENT, LLC",
  "dbas": [
    "CEDAR ASSET MANAGEMENT"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-01-04",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 417242966.0,
  "raum_discretionary": 370660084.0,
  "raum_non_discretionary": 46582882.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 148775751.0,
      "count": 8,
      "description": "FAMILY PARTNERSHIPS"
    },
    "charitable": {
      "raum": 1692109.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 7463654.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 259311452.0,
      "count": 49
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "KY",
    "SC",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://cedarwealthmgmt.com",
    "https://linkedin.com/company/cedar-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167149",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/cedar-wealth-management-167149",
  "display_name": "Cedar Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Cedar Wealth Management (CRD 167149): 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)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Cedar Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Cedar Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Is Cedar Wealth Management registered with the SEC or a state?",
      "a": "Cedar Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 167149."
    },
    {
      "q": "How much does Cedar Wealth Management manage?",
      "a": "Cedar Wealth Management reports $417,242,966 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (89% discretionary)."
    },
    {
      "q": "How have Cedar Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Cedar Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Cedar Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Cedar Wealth Management 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/167149"
    },
    {
      "q": "What changed in Cedar Wealth Management's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 286193379.0,
      "total_employees": 4,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 345873361.0,
      "total_employees": 4,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 314320378.0,
      "total_employees": 4,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 357645726.0,
      "total_employees": 4,
      "filing_date": "2024-05-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 361392640.0,
      "total_employees": 3,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 417242966.0,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in KY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "$5,000,000 to $15,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$15,000,000 to $25,000,000",
        "rate": "0.6%"
      },
      {
        "band": "$25,000,000 to $50,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $50,000,000",
        "rate": "0.4%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (financial planning and consulting services)",
      "Flat fee: $1,500 to $15,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "Assets Under Management Annual Percentage of Assets Charge\nFirst $5,000,000 1.00%\nNext $10,000,000 0.75%\nNext $10,000,000 0.60%\nNext $25,000,000 0.50%\nOver $50,000,000 0.40%"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Our hourly fee is $350 with a minimum charge of 5 hours."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $15,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our flat fees typically range from $1,500 to $15,000 ."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 5000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 5000000.0,
          "max": 15000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 15000000.0,
          "max": 25000000.0,
          "rate_pct": 0.6
        },
        {
          "min": 25000000.0,
          "max": 50000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 50000000.0,
          "max": null,
          "rate_pct": 0.4
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Assets Under Management Annual Percentage of Assets Charge\nFirst $5,000,000 1.00%\nNext $10,000,000 0.75%\nNext $10,000,000 0.60%\nNext $25,000,000 0.50%\nOver $50,000,000 0.40%",
      "Our hourly fee is $350 with a minimum charge of 5 hours.",
      "Our flat fees typically range from $1,500 to $15,000 ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE 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-wealth-management-167149.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 7463654.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 49,
      "fewer_than_5": false,
      "raum": 259311452.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1692109.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 8,
      "fewer_than_5": false,
      "raum": 148775751.0
    }
  ],
  "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/167149",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}