# Cedar Wealth Management

> 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.

- CRD: 167149
- Filed as: CEDAR WEALTH MANAGEMENT
- Legal name: Cedar Wealth Management, LLC
- Also doing business as: CEDAR ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167149
- AdvisorCensus page: https://advisorcensus.com/firm/cedar-wealth-management-167149

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- 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

> 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)

> Our hourly fee is $350 with a minimum charge of 5 hours.

- Flat fee: $1,500 to $15,000 (financial planning and consulting services)

> Our flat fees typically range from $1,500 to $15,000 .

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $417,242,966
- Discretionary: $370,660,084
- Non-discretionary: $46,582,882

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $7,463,654 |
| High net worth individuals | 49 | $259,311,452 |
| Charitable organizations | Fewer than 5 | $1,692,109 |
| Other | 8 | $148,775,751 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, KY, SC, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cedarwealthmgmt.com
- LinkedIn @cedar-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $286,193,379 | 4 | March 29, 2021 |
| October 2022 | $345,873,361 | 4 | March 10, 2022 |
| October 2023 | $314,320,378 | 4 | March 23, 2023 |
| October 2024 | $357,645,726 | 4 | May 5, 2024 |
| October 2025 | $361,392,640 | 3 | April 9, 2025 |
| October 2026 | $417,242,966 | 4 | March 31, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedar Wealth Management (CRD 167149): Form ADV filing data as of October 2026.