Cedar Cove Wealth Partners

RIASEC Registered

Total AUM

$455M

Discretionary

$455M

100% of AUM

Avg account

$223K

Accounts

2,036

Employees

Advisory reps

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

FINTRX

Overview

Cedar Cove Wealth Partners is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC, with its registration effective in 2025. It describes itself as a capital allocator serving individual and family clients and combines advisory services with insurance brokerage activity. Advisory capabilities named in filings include financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and client education through publications and workshops. Cedar Cove also identifies itself as an active ESG investor and uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures).