Managing Member · Cedar Mountain Advisors, LLC
Adam L. Woods
CRD 3070064 · Named on Form ADV at one SEC-registered adviser
At a glance
Cedar Mountain Advisors, LLC, an SEC-registered wealth manager based in Lake Oswego, OR with $1.2 billion in regulatory assets, lists Adam L. Woods on its Form ADV as Managing Member, a control person.
Firms and roles
- Cedar Mountain Advisors, LLCManaging MemberWealth manager · Lake Oswego, OR · $1.2B in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bradley D. PatrickChief Compliance Officer, Cedar Mountain Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.