Cedar Wealth Management is an investment advisor in Walnut Creek with $345.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464545575
SEC advisor number
801-107067
FINRA CRD number
167149
AUM ?
$357.65 mm
(as of 29 Mar 24)
Accounts
212
(as of 29 Mar 24)
Employees
4
(3 investment advisory or research)
Address
Cedar Wealth Management
1990 NORTH CALIFORNIA BOULEVARD
8TH FLOOR
WALNUT CREEK
CA 94596
1990 NORTH CALIFORNIA BOULEVARD
8TH FLOOR
WALNUT CREEK
CA 94596
Phone
(415) 230-2757
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21