CRD: 115511
Cedar Valley Wealth Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2001
- Office Locations
- 1
Office Locations
About Cedar Valley Wealth Advisors
Cedar Valley Wealth Advisors is a Cedar Falls, IA investment advisory firm providing financial planning and discretionary portfolio management, including tax and estate planning, insurance guidance, and succession planning for business owners. The approach emphasizes diversified asset allocation and risk management, implemented largely through public funds/mutual funds with limited ETF use, and custodied with major platforms such as Schwab and Fidelity/NFS.
Team overview
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Custodian
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Investment Themes
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Technology
Owner & Executives
KARLA RENEE HOPPES
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4581702
- Ownership
- 50% but less than 75%
ROBERT MICHEAL HEATON
Wealth Advisor
- CRD
- #1674580
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Jake Robert Hoppes
President
- CRD
- #7976903
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,545,165 | $588,891 |
| Non-Discretionary | $0 | -- |
| Total | $172,545,165 | $588,891 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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