Managing Member · Cedarwood Wealth
Thad D. King
CRD 6107065 · Named on Form ADV at one SEC-registered adviser
At a glance
Cedarwood Wealth, an SEC-registered wealth manager based in Highlands Ranch, CO with $213 million in regulatory assets, lists Thad D. King on its Form ADV as Managing Member, a control person.
Firms and roles
- Cedarwood WealthManaging MemberWealth manager · Highlands Ranch, CO · $213M in regulatory assets
AtlasMembers
Thad’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
- Jeffrey B. BullockCCO and Managing Member, Cedarwood Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.