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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on work with individuals and families and offers financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Cedar Wealth does not identify as an ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant. The firm lists an accountant among its industry affiliations.
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 1
Vittorio Fratta
Director Portfolio Manager and Chief Investment OfficerCRD 5003856
Contacts
2 of 2
Neil 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 52Active vs passive
$365M in ETFs
93%
$341M
5%
$24.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $74.2M | 200,645 | 20.33% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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