# Cedar Wealth Management

Cedar Wealth Management is a Multi Family Office based in La Jolla, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** La Jolla, United States
- **Region:** North America
- **Address:** 4225 Executive Square, Suite 600, La Jolla, CA 92037, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** cedarwealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/cedar-wealth-management

## Regulatory record

- **CRD number:** 167149
- **SEC file number:** 801-107067
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167149

## About

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.

## Offices

- Walnut Creek, CA

## Questions

### How does Cedar Wealth Management's fee-only structure impact client alignment?

As a fee-only registered investment advisory firm, Cedar charges directly for advisory services rather than collecting commissions on product sales. This structure legally obligates the firm to act as a fiduciary, meaning its advice must be in clients' best interests without the incentive conflicts present in broker-dealer models. For high-net-worth families, this alignment reduces hidden cost layers and product-push risk.

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Last updated: 2026-08-11T02:43:31.692Z

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