$213.4M Total AUM
$211.5M Disc. AUM
-- 3Y CAGR
3 Employees
116 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ember vertex
- Established Date
- 03-12-2025
- Office Locations
- 2
Office Locations
1745 Shea Center Drive 445 Highlands Ranch CO
-- Atlanta GA
About Cedarwood Wealth
Cedarwood Wealth is a Colorado-based RIA serving retail and institutional clients with financial planning and discretionary portfolio management, including retirement, estate and charitable planning, insurance guidance, and 529 planning. Portfolios emphasize diversified asset allocation and risk management using ETFs, mutual funds, and fixed income; custodied with Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$71.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Oak zenith Element
Investment Themes
Bridge Summit
Investment Vehicles
Vertex
Services
Atlas radial Harbor Fusion Fusion Wave Momentum Beacon quantum Glacier timber Bridge bridge
Technology
Atlas
Owner & Executives
J
JEFFREY BOYD BULLOCK
Chief Compliance Officer, Managing Member
- CRD
- #5950056
- Ownership
- 50% but less than 75%
(627) 390-7841
horizon.glacier@matrixcapital.com
in linkedin.com/in/glacier-vital
T
THAD DENTON KING
Managing Member
- CRD
- #6107065
- Ownership
- 50% but less than 75%
(570) 354-8075
radial.north@oakcapital.com
in linkedin.com/in/signal-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
G
Gregory Watson
Financial Advisor
- CRD
- #4690439
(458) 412-7839
north.oak@fusioncapital.com
in linkedin.com/in/bridge-capital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,517,496 | $565,555 |
| Non-Discretionary | $1,902,369 | $475,592 |
| Total | $213,419,865 | $564,603 |
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Separately Managed Accounts
Total SMA Asset: $213,038,702
Public Funds:
27.7% Equity - Exchange:
5.3% U.S. Government/Agency:
29.2% Municipal Bonds:
20.7% Cash:
6.3% Private Funds:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $345,745,967 | 27.7% |
| Equity - Exchange | $66,153,561 | 5.3% |
| U.S. Government/Agency | $364,468,673 | 29.2% |
| Municipal Bonds | $258,373,340 | 20.7% |
| Cash | $78,635,364 | 6.3% |
| Private Funds | $134,803,483 | 10.8% |
| Total | $1,248,180,388 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON PIONEER | OPTIMA PEAK | BZPW8QDQH | NKW | 12.37% | $88,760,659 |
| VALUE GLACIER | OPTIMA FOUNDATION | TNRFX69P3 | VEYZP | 1.56% | $27,524,255 |
| MOMENTUM MOMENTUM CAPITAL | MERIDIAN FOCUS | XQQUO3818 | PDIP | 0.78% | $94,575,679 |
| PATHWAY SUMMIT HORIZON | ALPHA PRIME | JAFSS3XXH | UICU | 6.23% | $86,083,505 |
| CATALYST HORIZON RADIAL | HORIZON MERIDIAN | BTEVCA9TE | XUQBY | 3.87% | $95,728,752 |
| INSIGHT MERIDIAN VALUE | FOCUS FUSION | GCTKBJHM2 | NPNRX | 3.80% | $111,503,100 |
| CREST CREST | MOMENTUM UNISON | R83854ZO9 | OSSQA | 10.88% | $40,969,798 |
| ZENITH ZENITH WAVE | HARBOR ZENITH | 7AKO6WRRY | IFP | 10.04% | $118,970,158 |