This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$455MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$455M

Private client RAUM

$455MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$45.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

14

Advisory employees

10

Offices

3Schedule D 1.F, beyond the principal office

Accounts

2,036

Individual clients

1,155

High net worth clients

881

Custody, client assets

$21.1M

SEC number

801-133908

CIK

2111343

CRD

336245

Filings on the tape

7

First filed

Jul 7, 2025

Latest filed

Aug 26, 2026

Organised

Limited Liability Company, MN

Website

cedarcovewealth.com

• Occurred

  Sep 10, 2025
  Team lift-out

  9 advisors left Thrivent Advisor Network, LLC (Minneapolis, MN) for Cedar Cove Wealth Partners on the same day

  Form ADVobserved 6 days ago
  9 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:512ab17e-de2e-8711-61be-608d70a73ead

First observed

Jul 7, 2025

Last observed

Aug 26, 2026 26 days 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.