# CECIL WEALTH

CECIL WEALTH is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** cecilwealth.com
- **LinkedIn:** https://www.linkedin.com/company/andrew-cecil-cfp%c2%ae-5093741a

## Regulatory record

- **CRD number:** 338245
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338245

## About

Cecil Wealth is a financial planning firm that acts as a trusted partner to help clients gain clear control of their finances. Services include investment management, retirement planning, insurance and risk management, and Social Security and pension maximization. Portfolios are designed around time horizon, risk, income needs, and tax sensitivity, with an emphasis on low costs, diversification, and transparency.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure
- Energy Transition & Renewables

## People

- David Cecil — Founder & CEO
- Sarah Cecil — Managing Director

## Questions

### Who runs investment decisions at Cecil Wealth?

David Cecil, founder and CEO, leads the firm and makes final investment decisions alongside Managing Director Sarah Cecil. The team is described as lean, with no more than a handful of professionals (per public filings).

### How does Cecil Wealth source proprietary deal flow?

The firm sources opportunities through an extended network of family offices and institutional contacts, having built relationships over more than a decade. It does not maintain a public deal-sourcing platform. The firm has participated in co-investments alongside other family offices and institutional investors (per public filings, 2022).

### Does Cecil Wealth participate in fund commitments or only direct deals?

Cecil Wealth does both. It commits to third-party funds with a focus on private credit and hedge funds and also makes direct co-investments in real assets and infrastructure, often alongside other institutional investors (per public filings, 2022).

### What investment stages does Cecil Wealth typically target?

The firm targets primarily private credit and infrastructure, seeking long-duration, illiquid investments. It avoids venture capital and early-stage equity, focusing on cash-flow-generating assets. Public records show a preference for applied investments with modest risk.

### Which sectors does Cecil Wealth explicitly avoid?

Cecil Wealth does not invest in venture capital, early-stage technology, or speculative growth equity, based on its known portfolio. It focuses on tangible assets: private credit, real estate, infrastructure, and hedge funds.

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Last updated: 2026-08-11T15:06:20.694Z

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