Wealth Manager
    SEC Registered
    Manages Private Funds

    Cedar Mountain Advisors, LLC

    Registered investment advisor · Lake Oswego, Oregon · CRD #140339

    Assets Under Management
    $1.2B
    Client Accounts
    2,433
    Employees
    10
    CRD Number
    140339
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Sei Private Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cedar Mountain Advisors, LLC

    Cedar Mountain Advisors, LLC is a Portland-based SEC registered investment advisory firm founded in 2006, offering customized asset management and wealth planning services to clients in the Northwest. The firm employs 11-50 staff and has no disclosed funding details.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cedar Mountain Advisors, LLC

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    Frequently Asked Questions

    What is Cedar Mountain Advisors, LLC's AUM?

    Cedar Mountain Advisors, LLC reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cedar Mountain Advisors, LLC headquartered?

    Cedar Mountain Advisors, LLC is headquartered in Lake Oswego, Oregon.

    What is Cedar Mountain Advisors, LLC's CRD number?

    Cedar Mountain Advisors, LLC's CRD number is 140339. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cedar Mountain Advisors, LLC manage?

    Cedar Mountain Advisors, LLC manages approximately 2,433 client accounts according to its latest SEC filing.

    Is Cedar Mountain Advisors, LLC SEC registered?

    Yes, Cedar Mountain Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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