Cedar Wealth Management

Cedar Wealth Management (CRD# 167149) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $176,648,469 in 48 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $3,680,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, OH, TX, WA

Financial Advisors at Cedar Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Neil Jubaili
CRD#: 4529109
1990 North California Blvd, 8th Floor, Walnut Creek, CA 94596
96
Wealthminder
score

Neil Jubaili (CRD# 4529109) is an Investment Advisor Representative working at Cedar Wealth Management in Walnut Creek, CA and has over 15 years of experience in the finance industry. Neil Jubaili has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William E. Hazel
CRD#: 2105397
7810 Mcewen Road, Suite E, Centerville, OH 45459
93
Wealthminder
score

William Hazel (CRD# 2105397) is an Investment Advisor Representative working at Cedar Wealth Management in Centerville, OH and has over 22 years of experience in the finance industry.

3
Vittorio Fratta
CRD#: 5003856
1990 North California Blvd., 8th Floor, Walnut Creek, CA 94596
90
Wealthminder
score

Vittorio Fratta (CRD# 5003856) is an Investment Advisor Representative working at Cedar Wealth Management in Walnut Creek, CA and has 1 year of experience in the finance industry.

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