Cedar Cove Wealth Partners
Cedar Cove Wealth Partners is an SEC-registered mass-market adviser in Bloomington, MN with $455.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cedar Cove Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336245, SEC 801-133908, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $455.0M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Bloomington, MN
- Employees
- 14
- Clients
- 2,036
- CRD
- 336245
- Ownership
- CORDS, JENNIFER, LEE; SAPP, KEITH, LARAYNE; Knoll, Nathan, Vincent; HUTCHENS, CHRISTOPHER, ROBERT; Buchanan, Ashley
How much AUM does Cedar Cove Wealth Partners have?
Cedar Cove Wealth Partners reported $455.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Cedar Cove Wealth Partners?
Disclosed owners and executives of Cedar Cove Wealth Partners include CORDS, JENNIFER, LEE, SAPP, KEITH, LARAYNE, Knoll, Nathan, Vincent, HUTCHENS, CHRISTOPHER, ROBERT, Buchanan, Ashley. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.