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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CEDAR WEALTH MANAGEMENT

CEDAR WEALTH MANAGEMENT, LLC, CRD 167149

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:bc0dbbb6-bdc7-db6e-9874-cd897cfe713f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 11, 2015 to Mar 31, 2026
29 observations

Across DFX

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.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $417MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $371M
Private client RAUM: $267MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 132
Individual clients: 15
High net worth clients: 49
Custody, client assets: $149M
SEC number: 801-107067
CRD: 167149
Filings on the tape: 29
First filed: Dec 11, 2015
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, CA

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
NEIL JUBAILI	Certified Financial Planner	La Jolla, CA	12	25	1	no
VITTORIO FRATTA	Chartered Financial Analyst	Walnut Creek, CA	10	10	n/a	no
Laurel Jones	n/a	San Francisco, CA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JUBAILI, NEIL	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	01/2014	Dec 11, 2015	Dec 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CWM ACCOUNTANCY LLP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$417M	$371M	4	3	2	n/a	n/a
2024	Apr 9, 2025	$361M	$322M	3	2	1	n/a	n/a
2023	Mar 29, 2024	$358M	$322M	4	3	2	n/a	n/a
2022	Mar 23, 2023	$314M	$283M	4	3	2	n/a	n/a
2021	Mar 10, 2022	$346M	$309M	4	3	2	n/a	n/a
2020	Mar 29, 2021	$286M	$286M	4	3	2	n/a	n/a
2019	Mar 31, 2020	$268M	$257M	5	3	2	n/a	n/a
2018	Mar 27, 2019	$222M	$212M	4	3	2	n/a	n/a
2017	Mar 10, 2018	$251M	$238M	4	3	2	n/a	n/a
2016	Mar 31, 2017	$227M	$213M	4	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$417M	$361M	15.5%	$314M	9.9%	4	3	2	1

Relationships

Registered with (4)

← Laurel JonesAdvisorregistration: current employment
Oct 6, 2025 to presentfactForm ADV
← VITTORIO FRATTAAdvisorregistration: current employment
Feb 9, 2016 to presentfactForm ADV
← NEIL JUBAILIAdvisorregistration: current employment
Oct 2, 2013 to presentfactForm ADV
← WILLIAM EUGENE HAZELAdvisorregistration: previous registration
Feb 9, 2016 to Nov 19, 2024factForm ADV

Controls (1)

← JUBAILI, NEILOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 11, 2015 to Dec 12, 2024factForm ADV

Dated events

Occurred
Nov 19, 2024
Advisor changed firm
William Eugene Hazel left Cedar Wealth Management for Lpl Financial Llc (registered 2024-11-18)
Form ADVobserved 5 days ago
Occurred
Dec 11, 2015
First Form ADV filing
Cedar Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc0dbbb6-bdc7-db6e-9874-cd897cfe713f
First observed: Dec 11, 2015
Last observed: Mar 31, 2026 5 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.

CEDAR WEALTH MANAGEMENT

CEDAR WEALTH MANAGEMENT, LLC, CRD 167149

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:bc0dbbb6-bdc7-db6e-9874-cd897cfe713f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NEIL JUBAILI

Certified Financial Planner

La Jolla, CA

VITTORIO FRATTA

Chartered Financial Analyst

Walnut Creek, CA

n/a

Laurel Jones

n/a

San Francisco, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JUBAILI, NEIL

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

01/2014

Dec 11, 2015

Dec 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CWM ACCOUNTANCY LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$417M

$371M

n/a

2024

Apr 9, 2025

$361M

$322M

n/a

2023

Mar 29, 2024

$358M

$322M

n/a

2022

Mar 23, 2023

$314M

$283M

n/a

2021

Mar 10, 2022

$346M

$309M

n/a

2020

Mar 29, 2021

$286M

n/a

2019

Mar 31, 2020

$268M

$257M

n/a

2018

Mar 27, 2019

$222M

$212M

n/a

2017

Mar 10, 2018

$251M

$238M

n/a

2016

Mar 31, 2017

$227M

$213M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$417M

$361M

15.5%

$314M

9.9%