Cedar Asset Management

EST. AUM
$417,242,966

CONTACTS

CLIENT ACCOUNTS
132

Firm Details

Metro area San Francisco
CRD Number 167149
Website cedarwealthmgmt.com
Client types

Overview

Cedar Wealth Management, LLC is an independent, pure fee-only registered investment adviser (RIA) headquartered in Walnut Creek, California, founded by Neil Jubaili. Operating under an uncompromising 100% fiduciary mandate, the firm provides highly individualized wealth stewardship, multi-scenario retirement mapping, and continuous discretionary portfolio supervision. They primarily serve an affluent client base composed of high-net-worth families (often with over $5 million in investable assets), corporate executives, and private entrepreneurs. The firm differentiates itself by seamlessly bridging technical investment management with complex tax coordination and illiquidity/concentration risk optimization for executives with sudden or budding wealth. Under the leadership of Chief Investment Officer Vittorio Fratta, CFA, Cedar Wealth Management rejects short-term market timing or hidden product commissions. Instead, they leverage institutional target-risk profiling to design globally diversified asset allocation models heavily utilizing low-cost index exchange-traded funds (ETFs) and select individual equities custodied securely through Charles Schwab and Fidelity Institutional.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cedar Asset Management

Platform Details

Investment Preferences

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