DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cedarwood Wealth
Legal name Cedarwood Wealth LLC
Latest filing Jul 20, 2026
First filing on the tape Mar 18, 2025 · 6 filings
SEC status approved since Mar 12, 2025
RAUM
$213M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$213M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$71.1M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$213M as of Jul 20, 2026
Mar 18, 2025$0 then
HNW client RAUM$190M as of Jul 20, 2026
Jul 3, 2025$103M then
State-registered IARs (5.B.3)3 as of Jul 20, 2026
Mar 18, 20252 then
Employees (5.A)3 as of Jul 20, 2026
Mar 18, 20252 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 2 to 3
Practice profile
derived from the filing of Jul 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $71.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 37derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $564,603derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$190M89%
- Individuals$23.1M11%
- Corporations and businesses$63,2950.0%
- Individual clients
- 55reported
- HNW clients
- 56reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 378reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Boyd Bullock | Highlands Ranch, Co | Mar 13, 2025 | 15 y | 1 |
| Thad Denton King | Highlands Ranch, Co | Mar 14, 2025 | 14 y | 1 |
| Gregory Watson | Highlands Ranch, Co | Apr 13, 2025 | 22 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Gregory Watson from J.P. Morgan Securities LLCApr 13, 2025 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Thad Denton King from Citigroup Global Markets Inc.Mar 14, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Jeffrey Boyd Bullock from Fidelis Wealth AdvisorsMar 13, 2025 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Boyd Jeffrey Bullock · Cco And Managing Membercontrolsince 01/2025 · owns 50% to 75%
- Denton Thad King · Managing Membercontrolsince 01/2025 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Highlands Ranch, Co · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $77.7M to $45.4MJun 30, 2026 to Jul 20, 2026
- Accounts · 292 to 378Jan 2, 2026 to Mar 4, 2026
- Corporate clients · unset to 2.0Jan 2, 2026 to Mar 4, 2026
- HNW clients · 39 to 56Jan 2, 2026 to Mar 4, 2026
- Individual clients · 51 to 55Jan 2, 2026 to Mar 4, 2026
- Assets in custody · unset to 77735485.0Jan 2, 2026 to Mar 4, 2026
- Discretionary RAUM · $134M to $212MJan 2, 2026 to Mar 4, 2026
- HNW RAUM · $103M to $190MJan 2, 2026 to Mar 4, 2026
- Individual RAUM · $32.4M to $23.1MJan 2, 2026 to Mar 4, 2026
- Non-discretionary RAUM · $1.7M to $1.9MJan 2, 2026 to Mar 4, 2026
- RAUM · $135M to $213MJan 2, 2026 to Mar 4, 2026
- Accounts · 0 to 292Mar 18, 2025 to Jul 3, 2025
- Advisory employees · 2 to 3Mar 18, 2025 to Jul 3, 2025
- HNW clients · unset to 39.0Mar 18, 2025 to Jul 3, 2025
- Individual clients · unset to 51.0Mar 18, 2025 to Jul 3, 2025
- Employees · 2 to 3Mar 18, 2025 to Jul 3, 2025
- Financial planning clients · 0 to 0Mar 18, 2025 to Jul 3, 2025
- State-registered IARs · 2 to 3Mar 18, 2025 to Jul 3, 2025
- Discretionary RAUM · $0 to $134MMar 18, 2025 to Jul 3, 2025
- HNW RAUM · unset to 102828773.0Mar 18, 2025 to Jul 3, 2025
- Individual RAUM · unset to 32370830.0Mar 18, 2025 to Jul 3, 2025
- Non-discretionary RAUM · $0 to $1.7MMar 18, 2025 to Jul 3, 2025
- RAUM · $0 to $135MMar 18, 2025 to Jul 3, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 833-510-8666reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/cedarwood-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cedarwoodwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-351-6245reportedpublic record, Form ADV, Jul 20, 2026
- Contact form
- cedarwoodwealth.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $71.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026