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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator that combines portfolio management with financial planning and educational outreach. Its advisory menu includes portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, publication of periodic newsletters, and seminars or workshops. Cedar Cove also operates as an insurance broker and charges clients via a mix of percentage‑of‑AUM fees, 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 52Active vs passive
$178M in ETFs
74%
$131M
11%
$47.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF (JUST) | Goldman Sachs | Passive | Large Blend | $36.4M | 393,803 | 20.43% |
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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