← Tributary

CEDAR COVE WEALTH PARTNERS

BLOOMINGTON, MN · CRD 336245 · IAPD ↗ · cedarcovewealth.com · 952-358-3456

$455.0MRegulatory AUM
10Advisory reps
14Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — CEDAR COVE WEALTH PARTNERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2026 — CEDAR COVE WEALTH PARTNERS reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
January 2026 — CEDAR COVE WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
51
December 2025 — CEDAR COVE WEALTH PARTNERS notice-filed in CO, FL, SD, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — CEDAR COVE WEALTH PARTNERS added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
December 2025 — CEDAR COVE WEALTH PARTNERS now reports custody of client assets ($185.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2025 — CEDAR COVE WEALTH PARTNERS (BLOOMINGTON, MN) is newly SEC-registered with $0 RAUM and 11 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.