CEDAR WEALTH MANAGEMENT, LLC
Legal name: CEDAR WEALTH MANAGEMENT
CRD #167149 SEC #801-107067 WALNUT CREEK, CA (415) 230-2757
SEC Registered Disclosures
Total AUM
$361.4M
Discretionary
$321.6M
Employees
3
Clients
11
Accounts
113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $361.4M | $321.6M | $39.8M | 3 | 0 |
| Apr 2025 | $361.4M | $321.6M | $39.8M | 3 | 0 |
| Mar 2025 | $361.4M | $321.6M | $39.8M | 3 | 0 |
| Dec 2024 | $357.6M | $321.8M | $35.9M | 4 | 0 |
| May 2024 | $357.6M | $321.8M | $35.9M | 4 | 0 |
| Mar 2024 | $357.6M | $321.8M | $35.9M | 4 | 0 |
| Mar 2023 | $314.3M | $283.4M | $30.9M | 4 | 0 |
| Oct 2022 | $345.9M | $308.9M | $37M | 4 | 0 |
| Mar 2022 | $345.9M | $308.9M | $37M | 4 | 0 |
| Mar 2021 | $286.2M | $286.2M | $0 | 4 | 0 |
| Jul 2020 | $267.7M | $257.4M | $10.4M | 5 | 0 |
| Jun 2020 | $267.7M | $257.4M | $10.4M | 5 | 0 |
| Apr 2020 | $267.7M | $257.4M | $10.4M | 5 | 0 |
| Apr 2020 | $267.7M | $257.4M | $10.4M | 5 | 0 |
| Apr 2020 | $267.7M | $257.4M | $10.4M | 5 | 0 |
| Apr 2019 | $221.7M | $212.4M | $9.2M | 4 | 0 |
| Mar 2019 | $221.7M | $212.4M | $9.2M | 4 | 0 |
| Apr 2018 | $251M | $237.6M | $13.4M | 4 | 0 |
| Mar 2018 | $251M | $237.6M | $13.4M | 4 | 0 |
| Jul 2017 | $226.9M | $212.9M | $14M | 4 | 26 |
| Apr 2017 | $226.9M | $212.9M | $14M | 4 | 26 |
| Jun 2016 | $176.6M | $165.7M | $11M | 3 | 26 |
| Apr 2016 | $176.6M | $165.7M | $11M | 3 | 26 |
| Feb 2016 | $179.4M | $166.7M | $12.6M | 1 | 1 |
| Dec 2015 | $179.4M | $166.7M | $12.6M | 1 | 1 |
| Dec 2015 | $179.4M | $166.7M | $12.6M | 1 | 1 |
DateOct 2025
Total AUM$361.4M
Discretionary$321.6M
Non-Disc.$39.8M
Employees3
Clients0
DateApr 2025
Total AUM$361.4M
Discretionary$321.6M
Non-Disc.$39.8M
Employees3
Clients0
DateMar 2025
Total AUM$361.4M
Discretionary$321.6M
Non-Disc.$39.8M
Employees3
Clients0
DateDec 2024
Total AUM$357.6M
Discretionary$321.8M
Non-Disc.$35.9M
Employees4
Clients0
DateMay 2024
Total AUM$357.6M
Discretionary$321.8M
Non-Disc.$35.9M
Employees4
Clients0
DateMar 2024
Total AUM$357.6M
Discretionary$321.8M
Non-Disc.$35.9M
Employees4
Clients0
DateMar 2023
Total AUM$314.3M
Discretionary$283.4M
Non-Disc.$30.9M
Employees4
Clients0
DateOct 2022
Total AUM$345.9M
Discretionary$308.9M
Non-Disc.$37M
Employees4
Clients0
DateMar 2022
Total AUM$345.9M
Discretionary$308.9M
Non-Disc.$37M
Employees4
Clients0
DateMar 2021
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$267.7M
Discretionary$257.4M
Non-Disc.$10.4M
Employees5
Clients0
DateJun 2020
Total AUM$267.7M
Discretionary$257.4M
Non-Disc.$10.4M
Employees5
Clients0
DateApr 2020
Total AUM$267.7M
Discretionary$257.4M
Non-Disc.$10.4M
Employees5
Clients0
DateApr 2020
Total AUM$267.7M
Discretionary$257.4M
Non-Disc.$10.4M
Employees5
Clients0
DateApr 2020
Total AUM$267.7M
Discretionary$257.4M
Non-Disc.$10.4M
Employees5
Clients0
DateApr 2019
Total AUM$221.7M
Discretionary$212.4M
Non-Disc.$9.2M
Employees4
Clients0
DateMar 2019
Total AUM$221.7M
Discretionary$212.4M
Non-Disc.$9.2M
Employees4
Clients0
DateApr 2018
Total AUM$251M
Discretionary$237.6M
Non-Disc.$13.4M
Employees4
Clients0
DateMar 2018
Total AUM$251M
Discretionary$237.6M
Non-Disc.$13.4M
Employees4
Clients0
DateJul 2017
Total AUM$226.9M
Discretionary$212.9M
Non-Disc.$14M
Employees4
Clients26
DateApr 2017
Total AUM$226.9M
Discretionary$212.9M
Non-Disc.$14M
Employees4
Clients26
DateJun 2016
Total AUM$176.6M
Discretionary$165.7M
Non-Disc.$11M
Employees3
Clients26
DateApr 2016
Total AUM$176.6M
Discretionary$165.7M
Non-Disc.$11M
Employees3
Clients26
DateFeb 2016
Total AUM$179.4M
Discretionary$166.7M
Non-Disc.$12.6M
Employees1
Clients1
DateDec 2015
Total AUM$179.4M
Discretionary$166.7M
Non-Disc.$12.6M
Employees1
Clients1
DateDec 2015
Total AUM$179.4M
Discretionary$166.7M
Non-Disc.$12.6M
Employees1
Clients1