SBE LLC DBA CEDAR COVE WEALTH PARTNERS

CRD

336245

SEC file #

801-133908

EIN

800737853

DBA names

Cedar Cove Wealth Partners

Economics

AUM

$455.0M

AUM band

$100M-$500M

AUM trajectory

'25 · $431.7M

'26 · $455.0M

'25'26

$431.7M → $455.0M▲ +5%

sec adv history

Client mix

Individuals Other	1,155
Individuals High Net Worth	881

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 10 advisors

'26 · 10 advisors

'25'26

10 advisors → 10 advisors▬ 0%

sec adv history

Primary office

BLOOMINGTON MN

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/21/2026

ADV-W filed at

—

Website

cedarcovewealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CORDS, JENNIFER, LEE

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

CORDS, JENNIFER, LEE

JOHNSON, BENJAMIN, LEE

Solo Advisor Indicator

Succession Risk Solo Owner

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

CEDARCOVEWEALTH.COM

Rdap Domain Creation Date

2020-05-21T19:26:15Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

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

0002111343

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-02-12

Edgar Last Filing Date

2026-04-21

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-21

Accession0002111343-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2878

Soi Zip Pct 200k Plus

0.0637

Soi Zip Returns 200k Plus

690

Soi Zip Total AGI

930,865

Fdic Zip Total Deposits

69,461,687,000

Fdic Zip Branch Count

230

Fdic Zip Top Banks

Wells Fargo Bank, National Association

United Bankers' 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

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

7900 XERXES AVE. S.SUITE 1750BLOOMINGTON, MN 55431

Business

7900 XERXES AVE. S.SUITE 1750BLOOMINGTON, MN 55431

Edgar EIN

800737853

Edgar Recent Filings

13F-HR2026-04-21 · 0002111343-26-000002

13F-HR2026-02-12 · 0002111343-26-000001

Fdic Zip Branches Raw

United Bankers' BankBloomington, MN

Cityside Savings & Financial Services CompanyBloomington, MN

Fdic Zip HHI

3815.66

Fdic Zip Top Bank Share Pct

58.36

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-05-21T19:26:15Z

Rdap Domain Last Changed

2026-05-22T10:17:48Z

Rdap Nameservers

Ns67.domaincontrol.comNs68.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	27,423
Returns	2,320

Stub 2

AGI	87,012
Returns	2,280

Stub 3

AGI	111,022
Returns	1,800

Soi Zip Total Business Income

24,544

Soi Zip Total Cap Gains

31,720

Soi Zip Total Dividends

21,511

Soi Zip Total Returns

10,840

Top Owner CRD

4107484

Trust Company Affiliate