$417.2M Total AUM
$370.7M Disc. AUM
9.9% 3Y CAGR
4 Employees
72 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Frontier elementOptima
- Established Date
- 07-12-2013
- Office Locations
- 3
Office Locations
-- LA Jolla CA
-- SAN Francisco CA
-- Walnut Creek CA
About Cedar Wealth Management
Cedar Wealth Management is a fee-only, independent RIA providing investment management and financial planning for families and individuals. Portfolios follow an asset-allocation approach using public funds, including ETFs and mutual funds, with risk management and fixed income as needed. The firm’s custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
40 AVG AGE
$139.1M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Timber Harbor Wave
Investment Themes
Horizon Crest delta Meridian crest Optima Optima focus
Investment Vehicles
Ember beacon Vital
Services
Vital quantum Zenith Insight prime Ridge glacier Peak element Zenith
Technology
Legacy Glacier
Owner & Executives
N
NEIL JUBAILI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4529109
- Ownership
- 75% or more
(213) 810-4954
north.catalyst@signalcapital.com
in linkedin.com/in/alpha-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
VITTORIO FRATTA
Director
- CRD
- #5003856
(217) 229-4632
matrix.momentum@ridgecapital.com
in linkedin.com/in/quantum-delta
L
Laurel Jones
--
- CRD
- #8133684
(885) 527-2529
wave.oak@wavecapital.com
in linkedin.com/in/frontier-atlas
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,660,084 | $2,829,466 |
| Non-Discretionary | $46,582,882 | $46,582,882 |
| Total | $417,242,966 | $3,160,932 |
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Separately Managed Accounts
Total SMA Asset: $417,242,966
Public Funds:
33.3% Equity - Exchange:
33.9% Cash:
20.7% U.S. Government/Agency:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,699,883,334 | 33.3% |
| Equity - Exchange | $2,748,529,881 | 33.9% |
| Cash | $1,678,305,857 | 20.7% |
| U.S. Government/Agency | $981,038,689 | 12.1% |
| Total | $8,107,757,761 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH QUANTUM CATALYST | PRIME ALPHA | CU94H0V8L | ZHJIU | 12.28% | $33,694,575 |
| SIGNAL DELTA | ZENITH VECTOR | U48I2H4ET | SYXO | 11.90% | $25,105,252 |
| FRONTIER MOMENTUM EMBER | VALUE CREST | PCWVULT6P | QSW | 11.16% | $86,395,193 |
| MATRIX PATHWAY VERTEX | VITAL WAVE | 3RX4O578R | WWVX | 12.47% | $14,520,802 |
| QUANTUM VERTEX | UNISON PRIME | 9EOA3YO9Z | TIV | 6.66% | $20,207,828 |
| PEAK ZENITH | VECTOR MERIDIAN | YK4UPFAEA | RMXFM | 7.42% | $94,415,434 |
| BRIDGE LEGACY | ELEMENT SIGNAL | JFCLAFXEJ | LTXIX | 7.07% | $52,976,695 |
| TIMBER SUMMIT PATHWAY | FUSION ATLAS | GE8LO5FEQ | HDBRS | 4.92% | $118,025,621 |