THE HEATON HOPPES GROUP, LLC
Legal name: CEDAR VALLEY WEALTH ADVISORS
CRD #115511 SEC #801-113740 CEDAR FALLS, IA 319-266-6507
SEC Registered
Total AUM
$155M
Discretionary
$155M
Employees
3
Clients
0
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155M | $155M | $0 | 3 | 0 |
| Mar 2024 | $150.1M | $150.1M | $0 | 2 | 0 |
| Oct 2023 | $144.8M | $144.8M | $0 | 2 | 0 |
| Mar 2023 | $144.8M | $144.8M | $0 | 2 | 0 |
| Mar 2023 | $144.8M | $144.8M | $0 | 2 | 0 |
| Jan 2023 | $178.8M | $178.8M | $0 | 2 | 0 |
| Mar 2022 | $178.8M | $178.8M | $0 | 2 | 0 |
| Mar 2021 | $151.4M | $151.4M | $0 | 3 | 0 |
| Jun 2020 | $144.9M | $144.9M | $0 | 3 | 0 |
| Mar 2020 | $144.9M | $144.9M | $0 | 2 | 0 |
| Mar 2019 | $123.8M | $123.8M | $0 | 2 | 0 |
| Oct 2018 | $136.5M | $136.5M | $0 | 2 | 0 |
| Jun 2018 | $136.5M | $136.5M | $0 | 2 | 0 |
| Jun 2012 | $56.5M | $56.5M | $0 | 1 | 26 |
| Mar 2012 | $50.3M | $50.3M | $0 | 1 | 26 |
| Mar 2011 | $47.8M | $47.8M | $0 | 5 | -- |
| Jun 2010 | $38.5M | $38.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2012
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$47.8M
Discretionary$47.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--