← Tributary

CEDAR WEALTH MANAGEMENT

· CRD 167149 · IAPD ↗ · (415) 230-2757

$417.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — CEDAR WEALTH MANAGEMENT notice-filed in KY, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — CEDAR WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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