CEDAR WEALTH MANAGEMENT
Firm details
- Headquarters
- ,
- CRD number
- 167149
- Registered since
- January 4, 2016
- Website
- www.cedarwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.15%
- Other35.66%
- Individuals1.79%
- Charitable Organizations0.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cedar Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2016. The firm is owner-operated and focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes AUM-based fees with hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not report active ESG investing or multi-state adviser status. Cedar Wealth Management lists an industry affiliation with an accountant, which suggests close coordination on tax or reporting matters for client relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds77%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
1 of 1VITTORIO FRATTA
Director Portfolio Manager and Chief Investment OfficerCRD 5003856
Contacts
2 of 2NEIL JUBAILI
Founder & Wealth AdvisorCRD 4529109
Laurel Jones
Wealth Advisor AssociateCRD 8133684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$323M in ETFs
94%
$302M
5%
$21M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $64.5M | 201,060 | 20.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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