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CEDRUS

LITTLETON, CO · CRD 312878 · IAPD ↗ · cedrusfinancial.com · 720-724-2170

$651.1MRegulatory AUM
17Advisory reps
17Employees
9Clients
1-10Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — CEDRUS (LITTLETON, CO) left the SEC roster (was $651.1M RAUM, 17 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
43
February 2025 — CEDRUS filed an Item 4A succession naming CEDRUS (CRD 312878) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
58
January 2025 — CEDRUS LLC is now doing business as CEDRUS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
September 2024 — CEDRUS LLC notice-filed in ID, MN, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — CEDRUS LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2024 — CEDRUS LLC notice-filed in NY, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — CEDRUS LLC crossed $500M in regulatory AUM ($476.3M -> $651.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2024 — CEDRUS LLC grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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