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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CEDRUS WEALTH GROUP

CEDRUS WEALTH GROUP LLC, CRD 334995

ANDOVER, MN

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:dfc6293c-aeb5-0de4-29dc-b64bbacb21ab

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 24, 2025 to Sep 8, 2026
8 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $218MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $214M
Private client RAUM: $214MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $43.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,094
Individual clients: 400
High net worth clients: 150
Custody, client assets: $15.3M
SEC number: 801-132257
CRD: 334995
Filings on the tape: 8
First filed: Feb 24, 2025
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, MN
Website: cedruswealthgroup.com

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
Joseph Elias Bertilson	n/a	ANDOVER, MN	1	14	2	no
Peyton Rider Chapman	n/a	ANDOVER, MN	1	10	1	no
CHRISTOPHER ALBERT KING	n/a	ANDOVER, MN	1	13	3	no
Daniel Dale Engskov	n/a	ANDOVER, MN	1	12	n/a	no
Eric Joel Agrimson	n/a	ANDOVER, MN	0	13	1	no
Ty Daniel Nelson	n/a	ANDOVER, MN	0	14	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
Bertilson, Joseph, Elias	CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER	E	yes	02/2024	Sep 8, 2026	Sep 8, 2026

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 24, 2026	$218M	$214M	7	4	1	n/a	n/a
2024	Feb 24, 2025	$0	$0	6	3	0	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
1	0	1	0.0%	0	0	0	4	0

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	$218M	$0	n/a	n/a	n/a	7	6	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Apr 23, 2025	Mar 28, 2025	COON RAPIDS, MN	Team lift out	Ibd to new firm	0.0%

Relationships

Controls (1)

← Bertilson, Joseph, EliasOwnerCHIEF COMPLIANCE OFFICER/ MANAGING MEMBER, ownership code E, individual
Sep 8, 2026 to presentfactForm ADV

Registered with (5)

← Eric Joel AgrimsonAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← CHRISTOPHER ALBERT KINGAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← Daniel Dale EngskovAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← Joseph Elias BertilsonAdvisorregistration: current employment
Mar 28, 2025 to presentfactForm ADV
← Peyton Rider ChapmanAdvisorregistration: current employment
Mar 28, 2025 to presentfactForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
Apr 23, 2025 to Mar 28, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 23, 2025
Team lift-out
2 advisors left Raymond James Financial Services Advisors, Inc (Coon Rapids, MN) for Cedrus Wealth Group on the same day
Form ADVobserved 4 days ago
2 advisors

Show 1 bookkeeping events

Occurred
Sep 16, 2026
Ty Daniel Nelson registered as an investment adviser representative at Cedrus Wealth Group

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfc6293c-aeb5-0de4-29dc-b64bbacb21ab
First observed: Feb 24, 2025
Last observed: Sep 8, 2026 11 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.

CEDRUS WEALTH GROUP

CEDRUS WEALTH GROUP LLC, CRD 334995

ANDOVER, MN

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:dfc6293c-aeb5-0de4-29dc-b64bbacb21ab

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Joseph Elias Bertilson

n/a

ANDOVER, MN

Peyton Rider Chapman

n/a

ANDOVER, MN

CHRISTOPHER ALBERT KING

n/a

ANDOVER, MN

Daniel Dale Engskov

n/a

ANDOVER, MN

n/a

Eric Joel Agrimson

n/a

ANDOVER, MN

Ty Daniel Nelson

n/a

ANDOVER, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bertilson, Joseph, Elias

CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER

yes

02/2024

Sep 8, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$218M

$214M

n/a

2024

Feb 24, 2025

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

$218M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 23, 2025

Mar 28, 2025

COON RAPIDS, MN

Team lift out

Ibd to new firm

0.0%