Cedrus Wealth Group Llc
- Regulatory AUM
- $218M
- Discretionary
- $214M
- Clients
- 550
- Avg AUM / client
- $396K
- Accounts
- 1,094
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 400 | $55.4M | 25.4% |
| High net worth individuals | 150 | $159M | 72.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.5M | 1.61% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Elias Bertilson | Registered representative | Mar 2025 (1y) | ||
| Peyton Rider Chapman | Registered representative | Mar 2025 (1y) | ||
| Christopher Albert King | Registered representative | Aug 2025 (1y) | ||
| Daniel Dale Engskov | Registered representative | Aug 2025 (1y) | ||
| Eric Joel Agrimson | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Raymond James $214M (98% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗