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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cedarwood Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cedarwood Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cedarwood Wealth get paid?","answer":"Cedarwood Wealth is paid through a percentage of assets under management. 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