Cedrus Wealth Group
Firm details
- Headquarters
- Andover, Minnesota
- CRD number
- 334995
- Registered since
- March 26, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.95%
- Individuals25.45%
- Pension & Profit Sharing Plans1.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cedrus Wealth Group is an independent, owner-operated limited liability company that provides fee-based wealth management to individual and family clients. The firm is registered with the SEC (registration year 2025) and bills primarily as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for business and institutional clients, and educational seminars or workshops. Cedrus does not characterize itself as an ESG investor, and the firm is not positioned as a capital allocator or pension consultant.
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 Funds75%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- Other2%
Contacts
3 of 6
Joseph Bertilson
Owner, Senior Wealth AdvisorCRD 6089695
Christopher King
Financial AdvisorCRD 6570436
Peyton Chapman
Financial AdvisorCRD 7940338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$57.6M in ETFs
64%
$36.6M
32%
$21M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $8.7M | 144,864 | 15.02% |
Location
Andover, MN
Anoka
Location
Andover, MN
Headquartered in Andover, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Anoka
- Address
- 1887 Station Pkwy Nw
- Time zone
- CT (UTC-6)
- Office locations
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