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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | E | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | E | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | E | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | E | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | E | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | E | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MEMBER | D | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| HEATON, ROBERT, MICHEAL | I | MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| HOPPES, KARLA, RENEE | I | CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (1)
IA
Address
411 VIKING ROADSUITE A
CEDAR FALLS, IA 50613
United States
Phone: 319-266-6507