← Tributary

CEDRUS WEALTH GROUP

ANDOVER, MN · CRD 334995 · IAPD ↗ · cedruswealthgroup.com · 763-400-3224

$217.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CEDRUS WEALTH GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — CEDRUS WEALTH GROUP now reports custody of client assets ($15.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2026 — CEDRUS WEALTH GROUP reported RAUM up 60% ($136.0M -> $217.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — CEDRUS WEALTH GROUP (ANDOVER, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.