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Cedrus Wealth Group LLC

● SEC registered since 2025CRD 334995SEC# 801-132257Andover, MN
Export (members)
Reg. AUM
$136M
Employees
6
Accounts
1,082
Location
Andover, MN

Cedrus Wealth Group LLC assets under management

Cedrus Wealth Group LLC is a registered investment adviser overseen by the SEC based in Andover, MN. The firm has been registered since 2025. It reports $136 million in regulatory assets under management and employs 6 people.
www.cedruswealthgroup.comView on SEC.gov ↗

Cedrus Wealth Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Joseph Elias Bertilson ControlChief Compliance Officer/ Managing MemberOver 75%2024

Frequently asked questions

How much does Cedrus Wealth Group LLC manage?

Cedrus Wealth Group LLC reports $136 million in regulatory assets under management on its Form ADV.

How many employees does Cedrus Wealth Group LLC have?

Cedrus Wealth Group LLC reports 6 employees.

Where is Cedrus Wealth Group LLC located?

Cedrus Wealth Group LLC is based in Andover, MN and has been SEC-registered since 2025.

Does Cedrus Wealth Group LLC disclose fund performance?

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

Contact & registration

Address1887 Station Parkway Northwest, Andover, MN 55304
Phone763-400-3224
Office hours8:00a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116M
Non-discretionary$20M
Total (RAUM)$136M