Cedar Wealth Management, LLC
● SEC registered since 2016CRD 167149SEC# 801-107067
Reg. AUM
$417.2M
Employees
4
Accounts
132
Location
—
Cedar Wealth Management, LLC assets under management
Cedar Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2016. It reports $417.2 million in regulatory assets under management and employs 4 people.
Cedar Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Neil Jubaili Control | Managing Member & Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Cedar Wealth Management, LLC manage?
Cedar Wealth Management, LLC reports $417.2 million in regulatory assets under management on its Form ADV.
How many employees does Cedar Wealth Management, LLC have?
Cedar Wealth Management, LLC reports 4 employees.
Does Cedar Wealth Management, LLC disclose fund performance?
Cedar Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (415) 230-2757 |
| Fax | (415) 213-2420 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$417.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$417.2Mregulatory AUM
Discretionary $370.7MNon-discretionary $46.6M