Cedrus Wealth Group LLC
● SEC registered since 2025CRD 334995SEC# 801-132257Andover, MN
Reg. AUM
$217.8M
Employees
7
Accounts
1,094
Location
Andover, MN
About Cedrus Wealth Group
Cedrus Wealth Group provides financial guidance spanning planning, tax, family office and business solutions, estate and trust services, and insurance. It emphasizes purpose-driven stewardship of wealth and long-term perspective for clients.
Summary based on the firm’s website.
Cedrus Wealth Group LLC assets under management
Cedrus Wealth Group LLC is a registered investment adviser overseen by the SEC based in Andover, MN. The firm has been registered since 2025. It reports $217.8 million in regulatory assets under management and employs 7 people.
Cedrus Wealth Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Elias Bertilson Control | Chief Compliance Officer/ Managing Member | Over 75% | 2024 |
Frequently asked questions
How much does Cedrus Wealth Group LLC manage?
Cedrus Wealth Group LLC reports $217.8 million in regulatory assets under management on its Form ADV.
How many employees does Cedrus Wealth Group LLC have?
Cedrus Wealth Group LLC reports 7 employees.
Where is Cedrus Wealth Group LLC located?
Cedrus Wealth Group LLC is based in Andover, MN and has been SEC-registered since 2025.
Does Cedrus Wealth Group LLC disclose fund performance?
Cedrus Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1887 Station Parkway Northwest, Andover, MN 55304 |
| Phone | 763-400-3224 |
| Office hours | 8:00a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.8M▲ 60%
Jul '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$217.8Mregulatory AUM
Discretionary $214.3MNon-discretionary $3.5M