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Cedar Wealth Management, LLC

● SEC registered since 2016CRD 167149SEC# 801-107067Walnut Creek, CA
Export (members)
Reg. AUM
$361.4M
Employees
3
Accounts
113
Location
Walnut Creek, CA

Cedar Wealth Management, LLC assets under management

Cedar Wealth Management, LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2016. It reports $361.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/cedar-wealth-managementView on SEC.gov ↗

Cedar Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Neil Jubaili ControlManaging Member & Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Cedar Wealth Management, LLC manage?

Cedar Wealth Management, LLC reports $361.4 million in regulatory assets under management on its Form ADV.

How many employees does Cedar Wealth Management, LLC have?

Cedar Wealth Management, LLC reports 3 employees.

Where is Cedar Wealth Management, LLC located?

Cedar Wealth Management, LLC is based in Walnut Creek, CA and has been SEC-registered since 2016.

Does Cedar Wealth Management, LLC disclose fund performance?

Cedar Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1990 North California Blvd, 8th Floor, Walnut Creek, CA 94596
Phone(415) 230-2757
Fax(415) 213-2420
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$321.6M
Non-discretionary$39.8M
Total (RAUM)$361.4M