Cedar Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$266,775,106
Clients
64
Advisors
3
across 3 offices
About
Cedar Wealth Management serves primarily individual clients, including high‑net‑worth individuals as well as trusts, estates, and retirement plan clients, managing about $417 million across roughly 64 client relationships with three advisors. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting (including stand‑alone planning engagements), and may recommend placing portions of client assets with unaffiliated third‑party managers for style diversification.
The firm’s investment approach emphasizes long‑term, globally diversified asset allocation informed by capital market assumptions, implemented through individual securities, mutual funds, ETFs and private investment partnerships, with periodic rebalancing and a mix of long‑ and short‑term purchase strategies. Portfolios are customized to client goals and risk tolerance, may retain legacy undiversified holdings transferred by clients, and advisory fees are billed as a percentage of assets under management on a monthly basis.
Noteworthy aspects include an ownership affiliation with a separate accounting practice (CWM Accountancy LLP), which offers tax and accounting services under separate engagement agreements and creates specific custody and onboarding limits when that accounting firm has check‑signing authority; clients are not required to use those accounting services. The firm’s most recent brochure amendments disclosed material changes — including removal of a previously offered automated investment program and personnel changes — disclosures that are relatively uncommon among peers in its supported‑firm category.
Client services
Expertise
Fee options
Typically ranges from $1,500 to $15,000
$0 - $5,000,000: 1.00% $5,000,000 - $15,000,000: 0.75% $15,000,000 - $25,000,000: 0.60% $25,000,000 - $50,000,000: 0.50% $50,000,000+: 0.40%
$350 per hour with a minimum charge of 5 hours
Main office
See officeLa Jolla CA
Advisors at this office
1
Offices (3)
Most active in
California · Kentucky · South Carolina · Tennessee · Texas · Washington
Also doing business as
Cedar Asset Management · Cedar Wealth Management · Cedar Wealth Management, LLC · Jubaili, Neil
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Vittorio F
CFA®
Walnut Creek, CA
Cedar Wealth Management
Vittorio Fratta is a CFA® charterholder with ten years of industry experience. He has been with Cedar Wealth Management since 2016. Mr. Fratta serves on the Advisory Council of the University of West Florida in Pensacola, FL. Cedar Wealth Management serves primarily individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across 64 client relationships. The firm emphasizes long-term, globally diversified asset allocation implemented through various investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
Neil J
CFP®, Series 63, Series 65
La Jolla, CA
Cedar Wealth Management
Neil Jubaili is a CFP® with 18 years of industry experience, currently practicing at Cedar Wealth Management in La Jolla, CA. He is also the owner of CWM Accountancy LLP, a certified public accounting firm. His prior work includes five years at Deloitte Investment Advisors LLC. Cedar Wealth Management serves primarily individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across about 64 client relationships. The firm emphasizes long-term, globally diversified asset allocation and offers portfolio management and financial planning services.
Laurel J
Series 65
San Francisco, CA
Cedar Wealth Management
Laurel Jones is a Series 65 licensed advisor at Cedar Wealth Management with six years of experience in the industry. She has worked at Cedar Wealth Management since 2020 and previously held roles at Westville and Rose Mansion, with a sabbatical in 2019. Cedar Wealth Management primarily serves individual clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm focuses on long-term, globally diversified asset allocation using a variety of investment vehicles, offering both portfolio management and financial planning services tailored to client goals and risk tolerance.
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