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Cedarwood Wealth

EST. AUM
$213,419,865

CONTACTS
3

CLIENT ACCOUNTS
378

Firm Details

Metro area Denver
CRD Number 334756
Website cedarwoodwealth.com
Client types

Overview

Cedarwood Wealth LLC is a Highlands Ranch, Colorado-based SEC-registered investment advisory firm offering personalized investment management, financial planning, and consulting services. Founded in 2025 by Jeffrey Bullock and Denton King, Cedarwood Wealth provides both discretionary and non-discretionary portfolio management, tailored to each client's goals and financial situation. As fiduciaries, the firm is committed to putting clients’ interests first and maintaining the highest standard of care and transparency.

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Address

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

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