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Cedarwood Wealth LLC

● SEC registered since 2025CRD 334756SEC# 801-132112Highlands Ranch, CO
Export (members)
Reg. AUM
$135.5M
Employees
3
Accounts
292
Location
Highlands Ranch, CO

Cedarwood Wealth LLC assets under management

Cedarwood Wealth LLC is an SEC-registered investment adviser based in Highlands Ranch, CO. The firm has been registered since 2025. It reports $135.5 million in regulatory assets under management and employs 3 people.
www.cedarwoodwealth.comView on SEC.gov ↗

Cedarwood Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Boyd Bullock ControlCco And Managing Member50-75%2025
Thad Denton King ControlManaging Member50-75%2025

Frequently asked questions

How much does Cedarwood Wealth LLC manage?

Cedarwood Wealth LLC reports $135.5 million in regulatory assets under management on its Form ADV.

How many employees does Cedarwood Wealth LLC have?

Cedarwood Wealth LLC reports 3 employees.

Where is Cedarwood Wealth LLC located?

Cedarwood Wealth LLC is based in Highlands Ranch, CO and has been SEC-registered since 2025.

Does Cedarwood Wealth LLC disclose fund performance?

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

Contact & registration

Address1745 Shea Center Drive, 445, Highlands Ranch, CO 80129
Phone303-351-6245
Office hours8a.m.-4p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.8M
Non-discretionary$1.7M
Total (RAUM)$135.5M