Cedarwood Wealth LLC
● SEC registered since 2025CRD 334756SEC# 801-132112Highlands Ranch, CO
Reg. AUM
$213.4M
Employees
3
Accounts
378
Location
Highlands Ranch, CO
Cedarwood Wealth LLC assets under management
Cedarwood Wealth LLC is an SEC-registered investment adviser based in Highlands Ranch, CO. The firm has been registered since 2025. It reports $213.4 million in regulatory assets under management and employs 3 people.
Cedarwood Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Boyd Bullock Control | Cco And Managing Member | 50-75% | 2025 |
| Thad Denton King Control | Managing Member | 50-75% | 2025 |
Frequently asked questions
How much does Cedarwood Wealth LLC manage?
Cedarwood Wealth LLC reports $213.4 million in regulatory assets under management on its Form ADV.
How many employees does Cedarwood Wealth LLC have?
Cedarwood Wealth LLC reports 3 employees.
Where is Cedarwood Wealth LLC located?
Cedarwood Wealth LLC is based in Highlands Ranch, CO and has been SEC-registered since 2025.
Does Cedarwood Wealth LLC disclose fund performance?
Cedarwood Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1745 Shea Center Drive, 445, Highlands Ranch, CO 80129 |
| Phone | 303-351-6245 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.4M▲ 58%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$213.4Mregulatory AUM
Discretionary $211.5MNon-discretionary $1.9M