Cedarwood Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Cedarwood Wealth reports 115 clients. They include 56 high-net-worth individuals, 55 individual clients and 2 business development companies. Of its assets, 99.1% ($212M across 374 accounts) are managed with discretion; $1.9M across 4 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 11% |
| High-net-worth individuals | 49% | 89% |
| Business development companies | 2% | <1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $23.1M | 10.8% | $421K |
| High-net-worth individuals | 56 | $190M | 88.9% | $3.39M |
| Business development companies | 2 | $381K | 0.2% | $191K |
| Corporations and other businesses | Fewer than 5 | $63.3K | 0.0% | $31.6K |
| Total | 115 | $213M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $23.1M
- AUM share
- 10.8%
- Avg. per client
- $421K
- Clients
- 56
- Regulatory AUM
- $190M
- AUM share
- 88.9%
- Avg. per client
- $3.39M
- Clients
- 2
- Regulatory AUM
- $381K
- AUM share
- 0.2%
- Avg. per client
- $191K
- Clients
- Fewer than 5
- Regulatory AUM
- $63.3K
- AUM share
- 0.0%
- Avg. per client
- $31.6K
Total
- Clients
- 115
- Regulatory AUM
- $213M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Cedarwood Wealth charges 0.25%–1.00% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M–$10M | 0.35% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory fees use the standard fee schedule, are negotiable by plan size and services, and are at most 1%, or lower if negotiated.
Jeffrey Bullock owns 50% to 75% of Cedarwood Wealth. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Cedarwood Wealth LLC
Jeffrey Bullock
Control person · since January 2025
- Owns 50% to 75% of Cedarwood Wealth LLC
Thad King
Control person · since January 2025
Cedarwood Wealth’s regulatory assets grew 1.6× from $135M (July 2025) to $213M (July 2026); clients rose from 91 to 115 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $213M | 115 | 3 | 2 |
| Jul 2025July 2025 | $135M | 91 | 3 | 2 |
Besides its headquarters, Cedarwood Wealth has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Colorado · 1 listed address
- 1745 Shea Center Drive, 445, Highlands RanchHQ
Contact and registration details
- Legal name
- Cedarwood Wealth LLC
- Headquarters
- 1745 Shea Center Drive, 445, Highlands Ranch, CO 80129
- Website
- cedarwoodwealth.com
- Phone
- 303-351-6245
- @cedarwood-wealth
- SEC file
- 801-132112
- Founded
- 2025
- Structure
- Colorado LLC
- Fiscal year end
- December
Cedarwood Wealth’s named custodian for separately managed accounts is Fidelity ($206K). Cedarwood Wealth has custody of $45.4M for 41 clients.
- FidelityNational Financial Services LLC · Boston, MA · $206K100%
At year end, Cedarwood Wealth’s separately managed accounts were largely in funds (42%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $132M across 96 positions; the largest are iShares TR (11.3%), Invesco Qqq TR (9.3%) and Apple Inc. (4.7%).
What the accounts hold
- Stocks26%
- Funds42%
- Registered funds41%
- Pooled vehicles1%
- Bonds29%
- U.S. government and agency bonds25%
- State and local bonds4%
- Cash3%
How many clients does Cedarwood Wealth have?
Cedarwood Wealth has 115 clients and manages $213 million for them, as of July 2026. They include 56 high-net-worth individuals, 55 individual clients and 2 business development companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Cedarwood Wealth offer?
Cedarwood Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cedarwood Wealth charge?
Cedarwood Wealth charges 0.25%–1.00% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Cedarwood Wealth use?
Cedarwood Wealth’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $206K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Cedarwood Wealth have?
Cedarwood Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cedarwood Wealth invest in?
At the end of its last fiscal year, Cedarwood Wealth’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 25% U.S. government and agency bonds, 4% state and local bonds, 3% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cedarwood Wealth?
Cedarwood Wealth’s direct owners are Jeffrey Bullock (50% to 75%) and Thad King (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Cedarwood Wealth get paid?
Cedarwood Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cedarwood Wealth?
Cedarwood Wealth’s main office is at 1745 Shea Center Drive, 445, Highlands Ranch, CO 80129. Its phone number is 303-351-6245. Its website is cedarwoodwealth.com.
