Cedar Wealth Management logo

Cedar Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Cedar Wealth Management is an independent wealth management firm based in Walnut Creek, California, operating in the financial services sector. Its core objective is to provide objective, well-founded guidance to help clients pursue their financial goals and experience a positive investment process. The firm positions itself as a partner for individuals seeking risk-aware, goal-driven planning rather than marketing-driven solutions. With a small professional team, Cedar Wealth Management serves clients by offering personalized financial counsel aligned with long-term, prudent investment practices. Recent activity indicates the firm engages in strategic stakes across a diverse range of publicly traded assets, reflecting a focus on building a varied investment portfolio for clients.

Find Cedar Wealth Management employees' phone numbers or email addresses

Cedar Wealth Management Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Africa
2

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  • South Africa
    2

Cedar Wealth Management's Leadership

  • Stylized image of a person
    E. R.
    Administrator Manager
  • Stylized image of a person
    S. M.
    Operations Manager

Cedar Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from Cedar Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. R.
    Administrator Manager
    South AfricaWestern Cape
    Sep 19, 2024
  • Stylized image of a person
    S. M.
    Operations Manager
    Oct 23, 2024

Frequently Asked Questions

What is Cedar Wealth Management known for?

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Cedar Wealth Management operates in the Financial Services industry. Explore Cedar Wealth Management's company overview page for more information.

What is Cedar Wealth Management's most common email format?

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

How many employees does Cedar Wealth Management have currently?

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Cedar Wealth Management has approximately 9 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Cedar Wealth Management's key employees and leadership?

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As of August 2026, Cedar Wealth Management's key employees include:

  • Administrator Manager: E. R.
  • Operations Manager: S. M.

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