C
$217.8M Total AUM
$214.3M Disc. AUM
-- 3Y CAGR
7 Employees
550 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- MomentumDelta +more
- Established Date
- 03-26-2025
- Office Locations
- 1
Office Locations
1887 Station Parkway Northwest Andover MN
About Cedrus Wealth Group
Cedrus Wealth Group is a Minnesota-based advisory firm offering wealth and financial planning alongside tax planning, with family office and business solutions plus estate & trust and insurance planning. The firm focuses on long-term, purpose-driven guidance and operates on the Raymond James platform.
Team overview
-- AVG AGE
$54.5M AVG AUM / ADVISOR
$396.0K AVG AUM / CLIENT
0.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Quantum Capital beacon Foundation Insight quantum Fusion meridian Vital Fusion pathway
Client Personas
Unison prime Crest
Custodian
Capital Pathway element Eagle meridian Momentum quantum Capital Quantum eagle
Investment Themes
Insight beacon Pioneer Radial unison
Investment Vehicles
Frontier Pathway
Platform
Vital unison
Services
Pathway Harbor Pioneer crest Quantum optima Value north Vector legacy Meridian delta Pioneer Optima
Technology
North signal Crest Eagle
Owner & Executives
J
Joseph Elias Bertilson
Chief Compliance Officer, Managing Member
- CRD
- #6089695
- Ownership
- 75% or more
(829) 658-4108
summit.element@pathwaycapital.com
in linkedin.com/in/quantum-vector
Showing 1 of 1 owners & executives
Unlock allContacts
Eric Joel Agrimson
Financial Advisor
- CRD
- #7979764
(981) 212-6473
atlas.timber@radialcapital.com
in linkedin.com/in/vertex-meridian
P
Peyton Rider Chapman
--
- CRD
- #7940338
(674) 376-9157
glacier.legacy@capitalcapital.com
in linkedin.com/in/signal-harbor
M
Momentum harbor
Unison eagle fusion
- CRD
- #91922
(565) 623-4054
fusion.peak@pathwaycapital.com
in linkedin.com/in/unison-wave
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,314,000 | $196,079 |
| Non-Discretionary | $3,500,000 | $3,500,000 |
| Total | $217,814,000 | $199,099 |
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Separately Managed Accounts
Total SMA Asset: $217,814,000
Public Funds:
18.3% Equity - Exchange:
20.8% Cash:
28.2% Other:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $624,834,159 | 18.3% |
| Equity - Exchange | $710,194,017 | 20.8% |
| Cash | $962,859,197 | 28.2% |
| Other | $1,116,506,941 | 32.7% |
| Total | $3,414,394,314 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST LEGACY | GLACIER VERTEX | HU4TQCAG5 | LTMG | 3.46% | $82,330,952 |
| FUSION VALUE TIMBER | QUANTUM MERIDIAN | X4BJUMJT5 | JOXKB | 0.86% | $77,883,996 |
| LEGACY MATRIX UNISON | SIGNAL SUMMIT | YVWHQRKLV | OGO | 9.32% | $115,354,661 |
| QUANTUM HARBOR | CAPITAL INSIGHT | QEMZEM2RM | PQX | 7.51% | $90,544,806 |
| LEGACY FUSION | MERIDIAN CATALYST | HMLNO76QI | VOHXD | 6.47% | $113,035,301 |
| RADIAL RADIAL CAPITAL | RADIAL CREST | D08BCRODF | EDSDX | 3.77% | $94,491,541 |
| ALPHA EAGLE | GLACIER GLACIER | APHB4HK12 | RFNWE | 2.88% | $54,016,860 |
| FUSION CREST | NORTH SUMMIT | 2NEI1MSGX | WXJKE | 5.59% | $9,752,808 |