Cedar Wing LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Founded in 2026 and owned by a single principal, the firm provides discretionary asset management and related financial planning services to individuals and high-net-worth clients. Services include tailored investment programs and optional comprehensive financial-planning reviews that may address estate, tax, retirement, insurance and college planning.
Investment programs are built from clients’ stated goals, time horizons and risk tolerances and rely in part on fundamental analysis, with the firm managing accounts on a discretionary basis and permitting client-imposed investment restrictions. Accounts are reviewed regularly (at least quarterly) and the firm employs both long- and short-term strategies, treats cash as an asset class, and may rebalance or seek tax-loss harvesting opportunities as appropriate.
The firm is affiliated with an accounting/tax practice operated by its principal and will offer tax planning services for separate compensation, a relationship the brochure discloses as a potential conflict of interest and for which mitigation procedures are described. It also notes that it does not act as a private fund adviser and requires custody through a designated custodian, features that distinguish it from many peers in its regulatory profile.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.65% annually Over $20,000,000+: 0.50% annually
Main office
145 Pine Haven Shores Rd, Suite 1021
Shelburne VT 05482
Advisors at this office
1
Most active in
Vermont
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")