Sbe LLC Dba Cedar Cove Wealth Partners
● SEC registered since 2025CRD 336245SEC# 801-133908Bloomington, MN
Reg. AUM
$455M
Employees
14
Accounts
2,036
Location
Bloomington, MN
Sbe LLC Dba Cedar Cove Wealth Partners assets under management
Sbe LLC Dba Cedar Cove Wealth Partners is an investment advisory firm registered with the SEC based in Bloomington, MN. The firm has been registered since 2025. It reports $455 million in regulatory assets under management and employs 14 people.
Sbe LLC Dba Cedar Cove Wealth Partners owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Buchanan Control | Chief Compliance Officer | Under 5% | 2026 |
| Benjamin Lee Johnson Control | Founding Partner & Wealth Advisor | 25-50% | 2025 |
| Christopher Todd Sipe Control | Founding Partner & Wealth Advisor | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Sbe LLC Dba Cedar Cove Wealth Partners manage?
Sbe LLC Dba Cedar Cove Wealth Partners reports $455 million in regulatory assets under management on its Form ADV.
How many employees does Sbe LLC Dba Cedar Cove Wealth Partners have?
Sbe LLC Dba Cedar Cove Wealth Partners reports 14 employees.
Where is Sbe LLC Dba Cedar Cove Wealth Partners located?
Sbe LLC Dba Cedar Cove Wealth Partners is based in Bloomington, MN and has been SEC-registered since 2025.
Does Sbe LLC Dba Cedar Cove Wealth Partners disclose fund performance?
Sbe LLC Dba Cedar Cove Wealth Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7900 Xerxes Ave S, Suite 1750, Bloomington, MN 55431 |
| Phone | 952-358-3456 |
| Office hours | By Appt Only |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2111343 |
| Discloses disciplinary history | No |
Regulatory AUM
$455M▲ 5%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$455Mregulatory AUM
Discretionary $455M