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 8 employees.

Investment ManagementOregon, United States2-10 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

Cedar Mountain Advisors, LLC. Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

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 Portland, Oregon 97201 United States; 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 8 employees as of February 2026. 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 February 2026, 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.

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