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.
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SEC-registered adviser
C••••• W••••• G••••
Legal name C••••• W••••• G•••• L••
Latest filing Sep 8, 2026
First filing on the tape Feb 24, 2025 · 8 filings
SEC status approved since Mar 26, 2025
RAUM
$218M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
98%
$214M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$43.6M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$218M as of Jun 25, 2026
Feb 24, 2025$0 then
HNW client RAUM$159M as of Jun 25, 2026
Jul 22, 2025$95.0M then
State-registered IARs (5.B.3)4 as of Jun 25, 2026
Feb 24, 20252 then
Employees (5.A)7 as of Jun 25, 2026
Feb 24, 20256 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 2 to 4offices 0 to 1
Practice profile
derived from the filing of Sep 8, 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
- RAUM per advisor
- $36.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 92derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $199,099derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 1.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, educational seminars, otherreportedItem 5.G
- Custody
- $15.3M, 64 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$159M73%
- Individuals$55.4M25%
- Pension and profit-sharing plans$3.5M1.6%
- Individual clients
- 400reported
- HNW clients
- 150reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,094reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $15.3M for 64 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• E•••• B•••••••• | Andover, Mn | Mar 28, 2025 | 14 y | 2 |
| P••••• R•••• C•••••• | Andover, Mn | Mar 28, 2025 | 10 y | 1 |
| C••••••••• A••••• K••• | Andover, Mn | Aug 19, 2025 | 13 y | 3 |
| D••••• D••• E•••••• | Andover, Mn | Aug 19, 2025 | 12 y | 0 |
| E••• J••• A••••••• | Andover, Mn | May 1, 2026 | 13 y | 1 |
| T• D••••• N••••• | Andover, Mn | Sep 16, 2026 | 14 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 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
- E••• J••• A••••••• from E••••• J••••May 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- C••••••••• A••••• K••• from I• T••••••••• L••Aug 19, 2025 · RIA to RIA
- J••••• E•••• B•••••••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Mar 28, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- P••••• R•••• C•••••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Mar 28, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Apr 23, 2025 · Coon Rapids, Mn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J•••••• E•••• · Chief Compliance Officer/ Managing Membercontrolsince 02/2024 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Andover, Mn · principal | 6 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · to unsetJun 25, 2026 to Sep 8, 2026
- Succession · false to unsetJun 25, 2026 to Sep 8, 2026
- Accounts · 1,082 to 1,094Dec 2, 2025 to Mar 24, 2026
- Advisory employees · 3 to 4Dec 2, 2025 to Mar 24, 2026
- Advisory activities · 2 to 4Dec 2, 2025 to Mar 24, 2026
- HNW clients · 140 to 150Dec 2, 2025 to Mar 24, 2026
- Pension plan clients · 4.0 to unsetDec 2, 2025 to Mar 24, 2026
- Assets in custody · unset to 15340521.0Dec 2, 2025 to Mar 24, 2026
- Custody of client assets · false to trueDec 2, 2025 to Mar 24, 2026
- Employees · 6 to 7Dec 2, 2025 to Mar 24, 2026
- State-registered IARs · 2 to 4Dec 2, 2025 to Mar 24, 2026
- Other offices · 0 to 1Dec 2, 2025 to Mar 24, 2026
- Discretionary RAUM · $116M to $214MDec 2, 2025 to Mar 24, 2026
- HNW RAUM · $95.0M to $159MDec 2, 2025 to Mar 24, 2026
- Individual RAUM · $38.0M to $55.4MDec 2, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $20.0M to $3.5MDec 2, 2025 to Mar 24, 2026
- Pension RAUM · $3.0M to $3.5MDec 2, 2025 to Mar 24, 2026
- RAUM · $136M to $218MDec 2, 2025 to Mar 24, 2026
- BD registered reps · 2 to 0Aug 7, 2025 to Dec 2, 2025
- Insurance-licensed employees · 2 to 0Aug 7, 2025 to Dec 2, 2025
- Accounts · 0 to 1,082Feb 24, 2025 to Jul 22, 2025
- HNW clients · unset to 140.0Feb 24, 2025 to Jul 22, 2025
- Individual clients · unset to 400.0Feb 24, 2025 to Jul 22, 2025
- Pension plan clients · unset to 4.0Feb 24, 2025 to Jul 22, 2025
- Financial planning clients · unset to Feb 24, 2025 to Jul 22, 2025
- Discretionary RAUM · $0 to $116MFeb 24, 2025 to Jul 22, 2025
- HNW RAUM · unset to 95000000.0Feb 24, 2025 to Jul 22, 2025
- Individual RAUM · unset to 38000000.0Feb 24, 2025 to Jul 22, 2025
- Non-discretionary RAUM · $0 to $20.0MFeb 24, 2025 to Jul 22, 2025
- Pension RAUM · unset to 3000000.0Feb 24, 2025 to Jul 22, 2025
- RAUM · $0 to $136MFeb 24, 2025 to Jul 22, 2025
Signals
2 dated events
- Ty Daniel Nelson registered as an investment adviser representative at Cedrus Wealth GroupSep 16, 2026 · Advisor registered · fact
- 2 advisors left Raymond James Financial Services Advisors, Inc (Coon Rapids, MN) for Cedrus Wealth Group on the same dayApr 23, 2025 · Team lift-out · derived
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
- 612-488-0090reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 612-445-8551reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 763-400-3224reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/cedrus-wealth-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cedruswealthgroup.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 763-400-3224reportedpublic record, Form ADV, Sep 8, 2026
- Contact form
- cedruswealthgroup.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- $43.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026