SourcingSourcing

CEDARWOOD WEALTH LLC

C38
CRD 334756·SEC 801-132112·HIGHLANDS RANCH, CO
AUM
$213.4M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$640K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CEDARWOOD WEALTH LLC
CRD
334756
SEC file #
801-132112
EIN
111111111
DBA names
Cedarwood Wealth

Economics

AUM
$213.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$135.5M → $213.4M▲ +58%
Client mix
Individuals High Net Worth56
Individuals Other55
Business Devel Companies2
Corporations2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
HIGHLANDS RANCH CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
cedarwoodwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BULLOCK, JEFFREY, BOYD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BULLOCK, JEFFREY, BOYD
KING, THAD, DENTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CEDARWOODWEALTH.COM
Rdap Domain Creation Date
2025-01-09T14:00:27Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002114448
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-03-06
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002114448-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4498
Soi Zip Pct 200k Plus
0.1707
Soi Zip Returns 200k Plus
2,770
Soi Zip Total AGI
2,143,428
Fdic Zip Total Deposits
22,680,973,000
Fdic Zip Branch Count
206
Fdic Zip Top Banks
Wells Fargo Bank, National Association
FirstBank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
1745 SHEA CENTER DRIVE#445HIGHLANDS RANCH, CO 80129
Business
1745 SHEA CENTER DRIVE#445HIGHLANDS RANCH, CO 80129
Edgar EIN
111111111
Edgar Recent Filings
13F-HR2026-05-05 · 0002114448-26-000002
13F-HR2026-03-06 · 0002114448-26-000001
Fdic Zip Branches Raw
Peak National BankHighlands Ranch, CO
Commercial Federal Bank, a Federal Savings BankHighlands Ranch, CO
Fdic Zip HHI
2865.77
Fdic Zip Top Bank Share Pct
49.38
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-09T14:00:27Z
Rdap Domain Last Changed
2026-01-10T17:46:42Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,541
Returns3,160
Stub 2
AGI77,363
Returns2,060
Stub 3
AGI127,066
Returns2,030
Soi Zip Total Business Income
53,873
Soi Zip Total Cap Gains
140,388
Soi Zip Total Dividends
52,691
Soi Zip Total Returns
16,230
Top Owner CRD
5950056
Trust Company Affiliate
No

People (3)

3
KING, THAD, DENTON
IAR · Direct Owner · 62.5%
6107065
BULLOCK, JEFFREY, BOYD
IAR · Direct Owner · 62.5%
5950056
Gregory Watson
IAR
4690439