# Cedar Valley Wealth Advisors

Cedar Valley Wealth Advisors is a Bank / Wealth / Trust based in Cedar Falls, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cedar Falls, United States
- **Region:** North America
- **Address:** Cedar Falls, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** cedarvalleywealth.com
- **LinkedIn:** https://www.linkedin.com/company/heaton-adams-financial-services-lc

## Regulatory record

- **CRD number:** 115511
- **SEC file number:** 801-113740
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115511

## About

Cedar Valley Wealth Advisors was established in 2001 as a US-based wealth manager and registered investment advisor. The firm provides investment advisory services, portfolio management, and financial planning. It serves individuals, pension and profit-sharing plans, trusts, and corporations. No additional offices, team size, or dated operational events from the last 24 months appear in available records.

## Questions

### Who runs investment decisions at Cedar Valley Wealth Advisors?

No named principals or investment decision makers are disclosed in available records.

### What services does Cedar Valley Wealth Advisors provide?

The firm provides investment advisory services, portfolio management, and financial planning.

## Related profiles

- [Cedar Street Ventures](https://altss.com/profile/cedar-street-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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