Cedar Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

89 Winton Rd Unit 1, Joondalup, Western ...

Phone Number

+61 892563788

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Cedar Wealth

Cedar Wealth specializes in creating tailored wealth management strategies for individuals, including retirees, wealth builders, entrepreneurs, and immigrants. They offer a fee-for-service model that ensures clients only pay for the services they need, focusing on areas such as tax planning, investment growth, and estate management. The company aims to help clients build generational wealth and achieve their personal financial goals through a disciplined approach. Cedar Wealth collaborates with trusted professionals to address all critical aspects of clients' financial situations.Explore more
Cedar Wealth's Social MediaPopular SearchesCedar WealthCedar Wealth Money ManagersSIC Code 62,628NAICS Code 52,523Show more

Cedar Wealth Org Chart

PhoneEmail
WH
Australia flag for contact location.

Practice Intergenerational Wealth Transfer Fi...

PhoneEmail
SH
Australia flag for contact location.

Paraplanner Client Services & Administration ...

PhoneEmail
JS
Australia flag for contact location.

Founder & Managing Partner

PhoneEmail
JS
Australia flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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IA
Australia flag for contact location.

Strategic Trade Management Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cedar Wealth

<$5M
1-10
Private
-
2010
WH
Wayne HitchensPractice Intergenerational Wealth Transfer Financial Principal & Certified Exit Planning Advisor & Advisor
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2003
YD
Yaty DoyleSMSF Manager and Specialist
<$5M
1-10
Private
-
2007
JW
James WortleyEnlightened Financial Solutions Founder & CEO
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cedar Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cedar Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cedar Wealth.

Cedar Wealth Tech Stack

A closer look at the technologies used by Cedar Wealth

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Frequently Asked Questions Regarding Cedar Wealth

What is Cedar Wealth's official website?
Cedar Wealth's official website is www.cwmm.com.au
What is Cedar Wealth's Revenue?
Cedar Wealth's revenue is <$5 Million
What is Cedar Wealth's SIC code?
Cedar Wealth's SIC: 62,628
What is Cedar Wealth's NAICS code?
Cedar Wealth's NAICS: 52,523
How many employees does Cedar Wealth have?
Cedar Wealth has 1-10 employees
What industry does Cedar Wealth belong to?
Cedar Wealth is in the industry of: Finance, Securities Trading
What is Cedar Wealth competition?
Cedar Wealth top competitors include: Chris Humphrey Private Wealth Management, Investorplanning, Concurrence Financial Planning, Enlightened Financial Solutions
What technology does Cedar Wealth use?
Some of the popular technologies that Cedar Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Cedar Wealth?
Cedar Wealth contact info: Phone number: +61 892563788 Website: www.cwmm.com.au
What does Cedar Wealth do?

Cedar Wealth specializes in creating tailored wealth management strategies for individuals, including retirees, wealth builders, entrepreneurs, and immigrants. They offer a fee-for-service model that ensures clients only pay for the services they need, focusing on areas such as tax planning, investment growth, and estate management. The company aim... s to help clients build generational wealth and achieve their personal financial goals through a disciplined approach. Cedar Wealth collaborates with trusted professionals to address all critical aspects of clients' financial situations.Read More

What are Cedar Wealth social media links?
Cedar Wealth Linkedin page Cedar Wealth Twitter page Cedar Wealth Facebook page
Is Cedar Wealth a public company?
Cedar Wealth is private company therefore does not currently have an official ticker symbol
See more information about Cedar Wealth

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