Cedar Wealth Management

Overview

Founded in 2013 and registered in California, Cedar Wealth Management operates from offices in La Jolla and Walnut Creek. The firm structures itself exclusively as a fee-only independent advisor, aligning its revenue with client outcomes rather than transaction-based commissions. This fiduciary model forms the core of its identity, serving high-net-worth individuals and their associated entities through a goals-based framework. Cedar deploys capital across a defined set of traditional asset classes including equities, fixed income, and cash equivalents, layered with risk management and tax-aware planning. The firm does not disclose specific portfolio holdings, direct deal participation, or alternative asset exposures. Its website emphasizes a holistic planning process, integrating investment management with financial and tax planning, though no named co-investments, fund structures, or direct company stakes are publicly identified. The advisory footprint remains domestic, with a client base concentrated on the West Coast. The firm's team size and advisory headcount are not publicly disclosed. Its contact footprint lists a single professional hub in La Jolla alongside a legacy presence in Walnut Creek. No adjacent vehicles — such as philanthropic foundations, real-asset operating arms, or peer networking clubs — are named in its public materials. Cedar has not published news of personnel appointments, fund closes, or operational milestones in the last 24 months. Cedar's structural differentiator is negative clarity: it explicitly rejects the dual-role brokerage model. By structuring as a fee-only RIA, it removes the incentive conflict embedded in commission-based wealth managers.