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AdvisorCensus / Financial advisors / Vermont / Burlington / Cedar Wing LLC

Cedar Wing LLC

Shelburne, VTState-registered investment adviserCRD 341542

Filed as CEDAR WING LLC

Cedar Wing LLC is a state-registered investment advisory firm in Shelburne, VT, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

0 years
registered since 2026
$0
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Cedar Wing LLC compensated?

On its Form ADV (Item 5.E, October 2026), Cedar Wing LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Cedar Wing LLC located?

Cedar Wing LLC's principal office is in Shelburne, VT, according to its Form ADV.

Is Cedar Wing LLC registered with the SEC or a state?

Cedar Wing LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341542.

How much does Cedar Wing LLC manage?

Cedar Wing LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 16, 2026.

Does Cedar Wing LLC 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/341542

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

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

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated April 16, 2026.

Discretionary: $0.Non-discretionary: $0.

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.D

Not reported.

A 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
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2026 (0 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
VT

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None 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

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

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.I

Not reported.

Source: 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 Wing LLC (CRD 341542): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/cedar-wing-llc-shelburne-vt-341542