Cedarwood Wealth
Cedarwood Wealth is an SEC-registered wealth manager in Highlands Ranch, CO with $213.4M assets under management (AUM, regulatory AUM), +58% over one year. See who owns Cedarwood Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334756, SEC 801-132112, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $213.4M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Highlands Ranch, CO
- Employees
- 3
- Clients
- 113
- CRD
- 334756
- Ownership
- KING, THAD, DENTON; BULLOCK, JEFFREY, BOYD
How much AUM does Cedarwood Wealth have?
Cedarwood Wealth reported $213.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Cedarwood Wealth?
Disclosed owners and executives of Cedarwood Wealth include KING, THAD, DENTON, BULLOCK, JEFFREY, BOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.