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 LLC that registered with the SEC in 2025 and manages portfolios primarily for individual and family clients. The firm bills on a percentage-of-AUM basis and provides discretionary portfolio management for individuals/small businesses and for businesses or institutions, along with educational seminars and workshops. Cedrus does not position itself as an active ESG investor and is not a multi-state adviser. The firm reports an owner-type of individual and lists an industry affiliation with accounting professionals, suggesting coordination with tax or accounting advisors may be part of its client service model. Cedrus’ publicly reported activity indicates a mix of traditional public fund allocations alongside allocations to less liquid alternative strategies.
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 Funds75%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- Other2%
Contacts
3 of 5Eric Agrimson
Financial AdvisorCRD 7979764
Joseph Bertilson
Owner, Senior Wealth AdvisorCRD 6089695
CHRISTOPHER KING
Financial AdvisorCRD 6570436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$49.1M in ETFs
79%
$38.6M
7%
$10.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $14.3M | 21,936 | 29.07% |
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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