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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 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 |
|---|---|---|---|---|
| BULLOCK, JEFFREY, BOYD | I | CCO AND MANAGING MEMBER | D | Control |
| BULLOCK, JEFFREY, BOYD | I | CCO AND MANAGING MEMBER | D | Control |
| BULLOCK, JEFFREY, BOYD | I | CCO AND MANAGING MEMBER | D | Control |
| BULLOCK, JEFFREY, BOYD | I | CCO AND MANAGING MEMBER | D | Control |
| Bullock, Jeffrey | I | CCO AND MANAGING MEMBER | D | Control |
| Bullock, Jeffrey | I | CCO AND MANAGING MEMBER | D | Control |
| KING, THAD, DENTON | I | MANAGING MEMBER | D | Control |
| KING, THAD, DENTON | I | MANAGING MEMBER | D | Control |
| KING, THAD, DENTON | I | MANAGING MEMBER | D | Control |
| KING, THAD, DENTON | I | MANAGING MEMBER | D | Control |
| KING, THAD, DENTON | I | MANAGING MEMBER | D | Control |
| KING, THAD, DENTON | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (6)
CO FL GA OH TX UT
Address
1745 SHEA CENTER DRIVE445
HIGHLANDS RANCH, CO 80129
United States
Phone: 303-495-9999