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 a privately held limited liability company that registered with the SEC in 2025 and serves individual and family clients. The firm bills clients on a percentage-of-AUM basis and provides portfolio management for individuals/small businesses and for businesses or institutions, plus educational seminars and workshops. It does not position itself as an ESG investor, is not registered as a multi-state adviser, and is not described as a capital allocator. 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 Funds75%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- Other2%
Contacts
3 of 5
Eric 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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