Cedarwood Wealth
Firm details
- Headquarters
- Highlands Ranch, Colorado
- CRD number
- 334756
- Registered since
- March 12, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.95%
- Individuals10.84%
- Business Development Companies0.18%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cedarwood Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owner-operated (individual owner) and charges clients a fee based on a percentage of assets under management. Its client base spans individuals and families as well as some institutional relationships, with core services focused on financial planning and portfolio management for individuals and small businesses. Cedarwood Wealth does not describe itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser per the available filings.
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 Funds41%
- Exchange Traded Equities26%
- US Government Bonds25%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Jeffrey Bullock
Managing PartnerCRD 5950056
Thad King
Investment Advisor RepresentativeCRD 6107065
Gregory Watson
Investment Adviser RepresentativeCRD 4690439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$98.3M in ETFs
75%
$73.8M
21%
$24.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15M | 20,037 | 15.27% |
Location
Highlands Ranch, CO
Douglas
Location
Highlands Ranch, CO
Headquartered in Highlands Ranch, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 1745 Shea Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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