Cedarwood Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$212,975,407
Clients
111
Advisors
3
across 2 offices
About
Cedarwood Wealth manages investment and planning relationships for individuals (including high-net-worth clients), family investment vehicles, retirement plans, trusts, estates, charitable organizations and corporations. The firm reports approximately $213 million in assets under management across about 111 client relationships and operates with a three-advisor team, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services.
The firm customizes portfolios using a mix of no-load funds, ETFs, individual stocks and bonds and, where appropriate, non-liquid limited partnership vehicles, and it employs fundamental analysis, modern portfolio theory and cyclical analysis to guide asset allocation and rebalancing. Cedarwood Wealth may engage third-party sub-advisors for specific strategies, conducts ongoing manager due diligence, and frames its advice under a fiduciary standard for retirement accounts and other clients.
Notably, Cedarwood Wealth combines a small advisory team with institutional-scale AUM and discloses serving business development company clients, an uncommon client type among peers. The brochure also highlights that, while the firm states no formal account minimum, it may decline accounts under $500,000 and provides ERISA 3(38) investment manager services for employer-sponsored plans, which differentiates its service mix from many similarly sized firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.25%
$35 per account annually, billed quarterly for access to the Adviser’s online reporting platform (Orion). This fee is mandatory and non-refundable.
Fee-only: Standard Financial Planning and consulting services are complimentary for clients that have investment management services.
Main office
See office1745 Shea Center Drive, 445
Highlands Ranch CO 80129
Advisors at this office
2
Offices (2)
Most active in
Colorado · Florida · Georgia · Ohio · Oklahoma · Texas · Utah
Also doing business as
Cedarwood Wealth · Cedarwood Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Thad K
Series 63, Series 65
Atlanta, GA
Cedarwood Wealth
Thad King is a financial advisor at Cedarwood Wealth with 13 years of industry experience. He previously worked at Citigroup and J.P. Morgan Securities, contributing six and seven years respectively. Thad holds Series 63 and Series 65 licenses. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing asset allocation across ETFs, mutual funds, stocks, and bonds, supported by fundamental and cyclical analysis.
Gregory W
Series 63, Series 65, Series 66
Highlands Ranch, CO
Cedarwood Wealth
Gregory Watson is a financial advisor at Cedarwood Wealth with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Citigroup. Outside of financial advising, he is the Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design business. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm combines fundamental analysis and modern portfolio theory with a diverse investment mix and serves a range of clients including business development companies, offering both discretionary and non-discretionary management through a three-advisor team.
Jeffrey B
Series 63, Series 65
Highlands Ranch, CO
Cedarwood Wealth
Jeffrey Bullock is a financial advisor with Cedarwood Wealth in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at JP Morgan securities LLC and J.P. Morgan Chase Bank, NA. Outside of his advisory work, he is involved as an investor and partial owner of a family investment company focused on dental centers and operates a small business coaching venture targeting construction industry owners. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, and charitable organizations, overseeing approximately $213 million in assets across 111 client relationships. The firm employs a customized investment approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, offering both discretionary and non-discretionary management along with comprehensive financial planning services.
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