# Cedarwood Wealth

> Cedarwood Wealth is an SEC-registered investment advisory firm in Highlands Ranch, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 334756
- Filed as: CEDARWOOD WEALTH
- Legal name: Cedarwood Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Highlands Ranch, CO
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334756
- AdvisorCensus page: https://advisorcensus.com/firm/cedarwood-wealth-highlands-ranch-co-334756

## Quick answers

**How is Cedarwood Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Cedarwood Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Cedarwood Wealth located?**
Cedarwood Wealth's principal office is in Highlands Ranch, CO, according to its Form ADV.

**Is Cedarwood Wealth registered with the SEC or a state?**
Cedarwood Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334756.

**How much does Cedarwood Wealth manage?**
Cedarwood Wealth reports $213,419,865 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (99% discretionary).

**How have Cedarwood Wealth's assets and staff changed since 2025?**
In the Form ADV data for Cedarwood Wealth: Regulatory assets under management: $135,473,480 in the October 2025 data and $213,419,865 in the October 2026 data, up 58%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cedarwood Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (55); business development companies (2).

**Which custodians does Cedarwood Wealth use?**
Cedarwood Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cedarwood Wealth 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/334756

**What changed in Cedarwood Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $135,473,480 to $213,419,865 (+58%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- National Financial 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: $213,419,865
- Discretionary: $211,517,496
- Non-discretionary: $1,902,369

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $23,138,723 |
| High net worth individuals | 56 | $189,836,684 |
| Business development companies | 2 | $381,163 |
| Corporations or other businesses not listed above | 2 | $63,295 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, GA, OH, OK, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cedarwoodwealth.com
- LinkedIn @cedarwood-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $135,473,480 | 3 | July 3, 2025 |
| October 2026 | $213,419,865 | 3 | July 20, 2026 |

Regulatory assets under management: $135,473,480 in the October 2025 data and $213,419,865 in the October 2026 data, up 58%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $135,473,480 to $213,419,865 (+58%).

### February 2026
- Registered or notice-filed in OK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedarwood Wealth (CRD 334756): Form ADV filing data as of October 2026.