C
CRD: 336245
Cedar Cove Wealth Partners
Bloomington, MN, 55431
9523583456
$455.0M Total AUM
$455.0M Disc. AUM
-- 3Y CAGR
14 Employees
2,036 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2025
- Office Locations
- 3
Office Locations
7900 Xerxes AVE S Suite 1750 Bloomington MN
-- Denver CO
-- Freeman SD
About Cedar Cove Wealth Partners
Cedar Cove Wealth Partners is a Bloomington-based RIA with 3 offices. The firm has been operating for 0 years. Managing $455.0M in total assets under management, with 10 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
35 AVG AGE
$45.5M AVG AUM / ADVISOR
$223.5K AVG AUM / CLIENT
0.8 yrs AVG TENURE
14 Employees
10 Advisory Reps
10 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight Legacy
Client Personas
Vector summit
Investment Themes
Quantum Horizon harbor
Investment Vehicles
Signal ridge
Platform
Quantum signal Atlas capital
Services
Wave Zenith insight Matrix Capital value Insight matrix Capital summit
Owner & Executives
JENNIFER LEE CORDS
FOUNDING PARTNER, WEALTH ADVISOR
- CRD
- #4107484
- Ownership
- 25% but less than 50%
(320) 339-2116
fusion.alpha@beaconcapital.com
in linkedin.com/in/peak-wave
BENJAMIN LEE JOHNSON
FOUNDING PARTNER, WEALTH ADVISOR
- CRD
- #5050508
- Ownership
- 25% but less than 50%
(348) 480-3922
matrix.harbor@oakcapital.com
in linkedin.com/in/legacy-catalyst
F
Fusion capital
Radial bridge focus
- CRD
- #78735
- Ownership
- 9.2%
(448) 574-3847
alpha.vertex@wavecapital.com
in linkedin.com/in/oak-zenith
Showing 2 of 6 owners & executives
Unlock allContacts
Chase STEVEN Abell
--
- CRD
- #7175118
(234) 791-1970
element.legacy@alphacapital.com
in linkedin.com/in/focus-catalyst
Samuel John Broback
--
- CRD
- #6945067
(432) 533-1722
vector.atlas@eaglecapital.com
in linkedin.com/in/fusion-vital
E
Eagle insight
Frontier ridge
- CRD
- #39205
(799) 763-4906
foundation.vertex@primecapital.com
in linkedin.com/in/signal-alpha
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,020,729 | $223,488 |
| Non-Discretionary | $0 | -- |
| Total | $455,020,729 | $223,488 |
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Separately Managed Accounts
Total SMA Asset: $455,020,729
Public Funds:
30.9% Equity - Exchange:
6.5% Cash:
31.8% U.S. Government/Agency:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,791,354,537 | 30.9% |
| Equity - Exchange | $376,822,152 | 6.5% |
| Cash | $1,843,529,912 | 31.8% |
| U.S. Government/Agency | $1,785,557,274 | 30.8% |
| Total | $5,797,263,875 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT UNISON PRIME | WAVE ALPHA | 80RRQXMNO | LASTO | 6.74% | $58,685,671 |
| RADIAL SIGNAL QUANTUM | NORTH FOCUS | OS64NTASU | FHLAG | 11.66% | $30,581,623 |
| GLACIER ZENITH | NORTH WAVE | H7QCEU2HW | HOD | 3.29% | $32,924,015 |
| MOMENTUM INSIGHT NORTH | PRIME DELTA | DDZ97PFAG | PWFY | 2.83% | $20,425,566 |
| CREST PEAK CAPITAL | TIMBER RADIAL | Y3IZMR1UW | BPZ | 1.98% | $56,701,132 |
| OPTIMA VERTEX | TIMBER DELTA | 8HAG76YYW | GPWNZ | 9.74% | $79,732,689 |
| MOMENTUM ATLAS INSIGHT | VITAL FOCUS | CD414JDG1 | FWO | 3.73% | $21,306,690 |
| MATRIX SIGNAL | RIDGE PEAK | W1JBR0GWK | PFCN | 7.52% | $38,603,572 |