Data / Investment advisers / Minnesota / Cedar Cove Wealth Partners
Cedar Cove Wealth Partners, Bloomington, MN: $455 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cedar Cove Wealth Partners is an SEC registered investment adviser with its main office in Bloomington, Minnesota and reports $455 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 336245
- SEC file number
- 801-133908
- SEC status
- Approved, effective July 21, 2025
- Legal name
- Sbe LLC Dba Cedar Cove Wealth Partners
- Main office
- 7900 Xerxes Ave S Suite 1750, Bloomington, MN 55431
- Phone
- (952) 358-3456
- Website
- cedarcovewealth.com
- Regulatory AUM
- $455,020,729 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $455,020,729
- Accounts
- 2,036
- Employees
- 14, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 881 | $304.5 million |
| Individuals (other than high net worth individuals) | 1,155 | $150.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $455 million | March 21, 2026 |
| December 1, 2025 | $431.7 million | November 25, 2025 |
Other advisers in Bloomington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Systelligence, LLC | Bloomington | $783.9 million | Not listed | adviserinfo.sec.gov |
| Stevens Foster Financial Advisors | Bloomington | $750.4 million | Not listed | adviserinfo.sec.gov |
| Sightline Partners LLC | Bloomington | $642.8 million | 9 | adviserinfo.sec.gov |
| Boyum Wealth Architects LLC | Bloomington | $564 million | Not listed | adviserinfo.sec.gov |
| BGM Wealth Management | Bloomington | $517.5 million | Not listed | adviserinfo.sec.gov |
| White Pine Capital LLC | Bloomington | $430.6 million | 1 | adviserinfo.sec.gov |
| Webb Financial Group | Bloomington | $397.2 million | Not listed | adviserinfo.sec.gov |
| Petros Family Wealth, LLC | Bloomington | $341.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomington, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cedar Cove Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.