Insights

Niche Investment Focus Cedar Wealth Management demonstrates a strategic focus on diversified asset investments, including stakes in established companies like Boeing, Aflac, and Constellation Brands, as well as in high-profile entities such as the Atlanta Braves. This indicates an interest in both traditional and alternative asset classes, providing opportunities to offer tailored financial products and advisory services aligned with their investment profile.

Growth Potential With an estimated revenue range of 1 million to 10 million and a small team of 2-10 employees, Cedar Wealth Management might be looking to scale their operations. Offering scalable technology solutions, compliance services, or investment management tools could address their expansion needs and help establish long-term partnerships.

Digital Engagement The company's use of tools like Google Analytics, Google Tag Manager, and Bootstrap suggests an active digital presence. This opens opportunities to collaborate on enhanced online marketing strategies, lead generation platforms, or custom website development to increase client outreach and engagement.

Technology Integration Cedar Wealth Management’s reliance on a mix of technology such as PHP, Nginx, and jQuery indicates an openness to digital solutions. Business solutions that improve data security, streamline investment tracking, or integrate new financial analytics could be valuable for optimizing their operational efficiency.

Market Expansion Plans Given their recent asset investments into high-profile sectors like aerospace, entertainment, and sports teams, Cedar Wealth Management appears to be targeting diverse market segments. Offering specialized investment products, market research, or tailored advisory services in these areas could strengthen their portfolio and support their strategic growth objectives.

Cedar Wealth Management Tech Stack

Cedar Wealth Management uses 8 technology products and services including jQuery, Mapbox.js, PHP, and more. Explore Cedar Wealth Management's tech stack below.

  • jQuery
    Javascript Libraries
  • Mapbox.js
    Maps
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Media & News

Cedar Wealth Management's Email Address Formats

Cedar Wealth Management uses at least 1 format(s):
Cedar Wealth Management Email FormatsExamplePercentage
First@cedarwealthmgmt.comJohn@cedarwealthmgmt.com
50%
First@cedarwealthmgmt.comJohn@cedarwealthmgmt.com
50%

Frequently Asked Questions

Where is Cedar Wealth Management's headquarters located?

Minus sign iconPlus sign icon
Cedar Wealth Management's main headquarters is located at 1990 North California Boulevard Walnut Creek, California 94596 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Cedar Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Cedar Wealth Management's official website is cedarwealthmgmt.com and has social profiles on LinkedIn.

What is Cedar Wealth Management's NAICS code?

Minus sign iconPlus sign icon
Cedar Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Cedar Wealth Management have currently?

Minus sign iconPlus sign icon
As of February 2026, Cedar Wealth Management has approximately 8 employees across 2 continents, including North AmericaAfrica. Key team members include Administrator Manager: E. R.. Explore Cedar Wealth Management's employee directory with LeadIQ.

What industry does Cedar Wealth Management belong to?

Minus sign iconPlus sign icon
Cedar Wealth Management operates in the Financial Services industry.

What technology does Cedar Wealth Management use?

Minus sign iconPlus sign icon
Cedar Wealth Management's tech stack includes jQueryMapbox.jsPHPreCAPTCHAGoogle Tag ManagerBootstrapGoogle AnalyticsNginx.

What is Cedar Wealth Management's email format?

Minus sign iconPlus sign icon
Cedar Wealth Management's email format typically follows the pattern of First@cedarwealthmgmt.com. Find more Cedar Wealth Management email formats with LeadIQ.

Cedar Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

As an independent wealth management firm, we strive to deliver sound, objective advice to help our clients achieve their financial goals and have a positive investment experience.

Section iconCompany Overview

Headquarters
1990 North California Boulevard Walnut Creek, California 94596 United States
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Cedar Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Cedar Wealth Management's revenue is estimated to be in the range of $1M$10M

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.

© LeadIQ, Inc. All rights reserved.