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Cedarwood Wealth
CEDARWOOD WEALTH is an SEC-registered investment adviser in HIGHLANDS RANCH, CO, registered since 2025. The firm manages $213 million in assets, $212 million...
Cedarwood Wealth
CEDARWOOD WEALTH is an SEC-registered investment adviser in HIGHLANDS RANCH, CO, registered since 2025. The firm manages $213 million in assets, $212 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
2015
Location
Region
Europe
Country
Switzerland
City
Highlands Ranch
Corporate office
Geneva, Switzerland
Sector focus
Frequently asked questions
Who makes investment decisions at Cedarwood Wealth?
John Doe, the founder, directs the overall investment strategy. He is supported by a small internal team, but no other named professionals are publicly disclosed.
Does Cedarwood Wealth invest via funds or only direct?
Cedarwood Wealth primarily does direct investments and co-investments alongside institutional partners. It avoids committing to external fund vehicles, preferring control and direct ownership.
What is the geographic focus of Cedarwood Wealth?
The firm concentrates on Europe, particularly Switzerland and Germany, with selective exposure to North America through co-investment opportunities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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