Cedar Wealth Management

Cedar Wealth Management

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. For allocators evaluating fiduciary alignment, this posture signals a governance framework that legally binds the firm to client-first execution, though the firm's private-client nature limits visibility into deeper operational architecture.