Cedar Valley Wealth Advisors
Cedar Valley Wealth Advisors is an SEC-registered wealth manager in Cedar Falls, IA with $172.5M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Cedar Valley Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115511, SEC 801-113740, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $172.5M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Cedar Falls, IA
- Employees
- 3
- Clients
- 97
- CRD
- 115511
- Ownership
- HEATON, ROBERT, MICHEAL; HOPPES, KARLA, RENEE
How much AUM does Cedar Valley Wealth Advisors have?
Cedar Valley Wealth Advisors reported $172.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Cedar Valley Wealth Advisors?
Disclosed owners and executives of Cedar Valley Wealth Advisors include HEATON, ROBERT, MICHEAL, HOPPES, KARLA, RENEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.