Cedar Mountain Advisors, LLC Employee Directory

Q: What is Cedar Mountain Advisors, LLC known for?

Cedar Mountain Advisors, LLC was founded in 2006. Cedar Mountain Advisors, LLC operates in the Investment Management industry.

Q: How many employees does Cedar Mountain Advisors, LLC have currently?

Cedar Mountain Advisors, LLC has approximately 11 employees.

Investment ManagementOregon, United States11-50 Employees

Cedar Mountain Advisors, LLC is a Portland based, SEC Registered Investment Advisory firm providing customized asset management, and comprehensive wealth planning, to Northwest business owners and individuals. 

Cedar Mountain’s professional advisors enjoy an average of over 18 years of experience, and have diverse areas of expertise, within the financial services industry.

Find Cedar Mountain Advisors, LLC employees' phone numbers or email addresses

Cedar Mountain Advisors, LLC Global Highlights

North America
13

United States Of America
13

South America
1

Colombia
1

Cedar Mountain Advisors, LLC's Leadership

J. T.
President
Mobile Phone
Email
A. W.
Co-Founder And Senior Financial Advisor
Mobile Phone
Email
W. A.
Managing Partner, Chief Investment Officer, Senior Financial Advisor
Mobile Phone
Email
B. P.
Managing Partner
Mobile Phone
Email
T. S.
Director, Retirement Plan Consulting & Senior Financial Advisor
Mobile Phone
Email
T. S.
Director, Retirement Plan Consulting And Senior Financial Advisor
Mobile Phone
Email
S. T.
Gm
Mobile Phone
Email
R. R.
Senior Wealth Management Advisor
Mobile Phone
Email

Contact profiles from Cedar Mountain Advisors, LLC

Name

Title

Contact Info

Location

Last Update

N. V.
Financial Analyst
Mobile Phone
Email
United StatesOregon
Nov 11, 2025
J. K.
Assistant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
R. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Cedar Mountain Advisors, LLC known for?

Cedar Mountain Advisors, LLC was founded in 2006 operates in the Investment Management industry. The company's main headquarters is located in 1750 Southwest Harbor Way, #340; you can contact the main corporate office by phone at

+1-503-224-****

. Explore Cedar Mountain Advisors, LLC's company overview page for more information.

What is Cedar Mountain Advisors, LLC's most common email format?

Cedar Mountain Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cedar Mountain Advisors, LLC email formats with LeadIQ.

How many employees does Cedar Mountain Advisors, LLC have currently?

Cedar Mountain Advisors, LLC has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Cedar Mountain Advisors, LLC's key employees and leadership?

As of December 2025, Cedar Mountain Advisors, LLC's key employees include:

President: J. T.
Co-Founder And Senior Financial Advisor: A. W.
Managing Partner, Chief Investment Officer, Senior Financial Advisor: W. A.
Managing Partner: B. P.
Director, Retirement Plan Consulting & Senior Financial Advisor: T. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.