CEDRUS WEALTH GROUP LLC

CRD

334995

SEC file #

801-132257

EIN

991577076

DBA names

Cedrus Wealth Group

Economics

AUM

$217.8M

AUM band

$100M-$500M

AUM trajectory

'25 · $136.0M

'26 · $217.8M

'25'26

$136.0M → $217.8M▲ +60%

sec adv history

Client mix

Individuals Other	400
Individuals High Net Worth	150

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 4 advisors

'25'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

ANDOVER MN

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars WorkshopsOther Advisory Services

Fee basis

% of AUM

Filings

Latest ADV filing

03/24/2026

ADV-W filed at

—

Website

cedruswealthgroup.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Bertilson, Joseph, Elias

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

Bertilson, Joseph, Elias

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CEDRUSWEALTHGROUP.COM

Rdap Domain Creation Date

2024-02-02T20:08:11Z

Rdap Firm Age Years

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

form 5500

SEC EDGAR

Edgar Cik

0002134767

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-05-15

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001172661-26-002006

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3837

Soi Zip Pct 200k Plus

0.1131

Soi Zip Returns 200k Plus

2,830

Soi Zip Total AGI

2,734,205

Fdic Zip Total Deposits

8,027,183,000

Fdic Zip Branch Count

123

Fdic Zip Top Banks

U.S. Bank National Association

21st Century Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1887 STATION PARKWAY NWANDOVER, MN 55304

Business

1887 STATION PKWY NWANDOVER, MN 55304-3367

Edgar EIN

991577076

Edgar Recent Filings

13F-HR2026-05-15 · 0001172661-26-002006

Fdic Zip Branches Raw

Firstar Bank of Minnesota, National AssociationAndover, MN

Fdic Zip HHI

1866.77

Fdic Zip Top Bank Share Pct

32.63

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-02T20:08:11Z

Rdap Domain Last Changed

2024-03-14T03:39:46Z

Rdap Nameservers

Ns2.wixdns.netNs3.wixdns.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	63,814
Returns	5,640

Stub 2

AGI	146,338
Returns	3,900

Stub 3

AGI	202,714
Returns	3,270

Soi Zip Total Business Income

56,167

Soi Zip Total Cap Gains

89,775

Soi Zip Total Dividends

37,852

Soi Zip Total Returns

25,020

Top Owner CRD

6089695

Trust Company Affiliate