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CEDAR MOUNTAIN ADVISORS, LLC

LAKE OSWEGO, OR · CRD 140339 · IAPD ↗ · cmapdx.com · 503-224-6868

$1.20BRegulatory AUM
6Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2025 — CEDAR MOUNTAIN ADVISORS, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — CEDAR MOUNTAIN ADVISORS, LLC crossed $1B in regulatory AUM ($870.1M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
August 2024 — CEDAR MOUNTAIN ADVISORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — CEDAR MOUNTAIN ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.