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CEDARWOOD WEALTH

HIGHLANDS RANCH, CO · CRD 334756 · IAPD ↗ · cedarwoodwealth.com · 303-351-6245

$213.4MRegulatory AUM
3Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CEDARWOOD WEALTH now reports custody of client assets ($77.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
66
April 2026 — CEDARWOOD WEALTH reported RAUM up 58% ($135.5M -> $213.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — CEDARWOOD WEALTH notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — CEDARWOOD WEALTH (HIGHLANDS RANCH, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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