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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

CEREUS FINANCIAL ADVISORS, LLC

CRD 279033

FRANKLIN LAKES, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:012cfdc2-1dea-9a8e-ee5d-40ac333c311f

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Feb 18, 2026 to Feb 18, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cereus Financial Advisors, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $39.1MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $37.7M
Private client RAUM: $38.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 65
Individual clients: 20
High net worth clients: 11
CRD: 279033
Filings on the tape: 1
First filed: Feb 18, 2026
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, NJ
Website: franklinlakes.org

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID J HAAS	Certified Financial Planner	FRANKLIN LAKES, NJ	10	13	1	no
Michael Thomas Dunne	Certified Financial Planner	FRANKLIN LAKES, NJ	8	10	n/a	no

Relationships

Registered with (2)

← Michael Thomas DunneAdvisorregistration: current employment
Apr 3, 2018 to presentfactForm ADV
← DAVID J HAASAdvisorregistration: current employment
Oct 15, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:012cfdc2-1dea-9a8e-ee5d-40ac333c311f
First observed: Feb 18, 2026
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CEREUS FINANCIAL ADVISORS, LLC

CRD 279033

FRANKLIN LAKES, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:012cfdc2-1dea-9a8e-ee5d-40ac333c311f

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID J HAAS

Certified Financial Planner

FRANKLIN LAKES, NJ

Michael Thomas Dunne

Certified Financial Planner

FRANKLIN LAKES, NJ

n/a