# Cedrus Wealth Group

> Cedrus Wealth Group is an SEC-registered investment advisory firm in Andover, MN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 334995
- Filed as: CEDRUS WEALTH GROUP
- Legal name: Cedrus Wealth Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Andover, MN
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334995
- AdvisorCensus page: https://advisorcensus.com/firm/cedrus-wealth-group-andover-mn-334995

## Quick answers

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

**How much does Cedrus Wealth Group charge?**
Its Form ADV Part 2A brochure dated June 25, 2026 states: Flat fee: $500 to $2,000 a year (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cedrus Wealth Group located?**
Cedrus Wealth Group's principal office is in Andover, MN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Cedrus Wealth Group registered with the SEC or a state?**
Cedrus Wealth Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334995.

**How much does Cedrus Wealth Group manage?**
Cedrus Wealth Group reports $217,814,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (98% discretionary).

**How have Cedrus Wealth Group's assets and staff changed since 2025?**
In the Form ADV data for Cedrus Wealth Group: Regulatory assets under management: $136,000,000 in the October 2025 data and $217,814,000 in the October 2026 data, up 60%. Total employees: 6 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cedrus Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (400); high net worth individuals (150).

**Which custodians does Cedrus Wealth Group use?**
Cedrus Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cedrus Wealth Group 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/334995

**Does Cedrus Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated June 25, 2026 says: "In general, we require a minimum of $2,000 to open and maintain an advisory account."

**What changed in Cedrus Wealth Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $136,000,000 to $217,814,000 (+60%). Added an office in Minneapolis, MN.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Account minimum: $2,000

> In general, we require a minimum of $2,000 to open and maintain an advisory account.

- Flat fee: $500 to $2,000 a year (financial consulting services)

> We charge a fixed fee for financial consulting services. Fixed fees are negotiable and range from $500/year up to $2000/year, depending on the scope and complexity of services rendered.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $217,814,000
- Discretionary: $214,314,000
- Non-discretionary: $3,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 400 | $55,426,000 |
| High net worth individuals | 150 | $158,888,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Minneapolis, MN

### Websites listed on Form ADV (Item 1.I)
- [cedruswealthgroup.com](https://cedruswealthgroup.com)
- Facebook @Cedrus-Wealth-Group
- LinkedIn @cedrus-wealth-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $136,000,000 | 6 | July 22, 2025 |
| October 2026 | $217,814,000 | 7 | September 8, 2026 |

Regulatory assets under management: $136,000,000 in the October 2025 data and $217,814,000 in the October 2026 data, up 60%.
Total employees: 6 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $136,000,000 to $217,814,000 (+60%).
- Added an office in Minneapolis, MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cedrus Wealth Group (CRD 334995): Form ADV filing data as of October 2026.