Cedar Cove Wealth Partners
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 336245
- Registered since
- July 21, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI66.92%
- Individuals33.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cedar Cove Wealth Partners is an independent registered investment adviser organized as an LLC. The firm identifies as a capital allocator and serves individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its advisory services extend to selecting other investment advisers, producing periodicals, and conducting educational seminars and workshops. Cedar Cove also operates as an insurance broker and bills clients via percent-of-AUM, hourly fees, fixed fees and other arrangements. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Keith Sapp
Partner and Chief Investment OfficerCRD 5056345
Contacts
3 of 10
Jennifer Cords
Founding Partner and Wealth AdvisorCRD 4107484
Benjamin Johnson
Founding Partner & Wealth AdvisorCRD 5050508
Sara Schreiber
Senior Portfolio ManagerCRD 4280460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$205M in ETFs
63%
$130M
11%
$75.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF (JUST) | Goldman Sachs | Passive | Large Blend | $41.7M | 391,112 | 20.32% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7900 Xerxes Ave S
- Time zone
- CT (UTC-6)
- Office locations
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