Cedar Wealth Management
Cedar Wealth Management is an SEC-registered wealth manager in Walnut Creek, CA with $417.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Cedar Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167149, SEC 801-107067, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $417.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 4
- Clients
- 72
- CRD
- 167149
- Ownership
- JUBAILI, NEIL
How much AUM does Cedar Wealth Management have?
Cedar Wealth Management reported $417.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cedar Wealth Management?
Disclosed owners and executives of Cedar Wealth Management include JUBAILI, NEIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.