SBE LLC DBA CEDAR COVE WEALTH PARTNERS

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SBE LLC DBA CEDAR COVE WEALTH PARTNERS

UUID574ccd8b-e264-5020-bf03-85de0f7bc592

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	336245	336245	—	1.0
sec_file_number	801-133908	801-133908	—	—

Profile

WebsiteHTTPS://WWW.CEDARCOVEWEALTH.COM

HQ CityBLOOMINGTON

HQ StateMN

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

CEDAR COVE WEALTH PARTNERS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)0.0
RAUM (discretionary)0.0
Actionable assets—
Accounts0.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-07-07 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CORDS, JENNIFER, LEE	FOUNDING PARTNER & WEALTH ADVISOR	OFFICER	—	{"filing_id": "2014901", "owner_id": "4107484", "source": "adv_part1", "table": "Schedule_A_B"}
JOHNSON, BENJAMIN, LEE	FOUNDING PARTNER & WEALTH ADVISOR	OFFICER	—	{"filing_id": "2014901", "owner_id": "5050508", "source": "adv_part1", "table": "Schedule_A_B"}
SAPP, KEITH, LARAYNE	PARTNER & CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2014901", "owner_id": "5056345", "source": "adv_part1", "table": "Schedule_A_B"}
SIPE, CHRISTOPHER, TODD	FOUNDING PARTNER & WEALTH ADVISOR	OFFICER	—	{"filing_id": "2014901", "owner_id": "5744426", "source": "adv_part1", "table": "Schedule_A_B"}
SIZEMORE, STACY, LEIGH	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014901", "owner_id": "4052029", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/10/2025 12:55:49 PM",
  "filing_id": "2014901",
  "reg_type": "IA"
}
```

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1