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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| JUBAILI, NEIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (7)
CA FL KY OH TN TX WA
Address
1990 NORTH CALIFORNIA BLVD, 8TH FLOORWALNUT CREEK, CA 94596
United States
Phone: (415) 230-2757