CEDARWOOD WEALTH LLC
Legal name: CEDARWOOD WEALTH
CRD #334756 SEC #801-132112 HIGHLANDS RANCH, CO 303-495-9999
SEC Registered
Total AUM
$135.5M
Discretionary
$133.8M
Employees
3
Clients
0
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $135.5M | $133.8M | $1.7M | 3 | 1 |
DateJul 2025
Total AUM$135.5M
Discretionary$133.8M
Non-Disc.$1.7M
Employees3
Clients1