# Cedarwood Wealth

Cedarwood Wealth is a RIA based in Highlands Ranch, Switzerland.

## Overview

- **Organization type:** RIA
- **Headquarters:** Highlands Ranch, Switzerland
- **Region:** Europe
- **Address:** Geneva, Switzerland
- **Founded:** 2015
- **Assets under management:** $100M-$500M (Altss estimate)
- **Website:** cedarwoodwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cedarwood-wealth

## Regulatory record

- **CRD number:** 334756
- **SEC file number:** 801-132112
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334756

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Venture Capital

## 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.

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Last updated: 2026-07-06T01:24:13.871Z

Canonical page: https://altss.com/profile/cedarwood-wealth

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