Vittorio Fratta
Cedar Wealth Management · Walnut Creek, California
Vittorio Fratta is a fee-only financial advisor at Cedar Wealth Management in Walnut Creek, California, who holds the CFA credential. Cedar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cedar Wealth Management |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $417.2M across 132 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5003856 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cedarwealthmgmt.com |
| Profile |
How Vittorio's firm compares
- Cedar Wealth Management's average account is about $3.2 million, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Vittorio
Is Vittorio Fratta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vittorio holds no broker registration, and Cedar Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vittorio charge for financial advice?
Vittorio's firm, Cedar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Vittorio Fratta based?
Vittorio Fratta is based in Walnut Creek, California.
What credentials does Vittorio Fratta hold?
Vittorio Fratta holds the CFA credential.
Is Vittorio Fratta registered with the SEC?
Yes. Vittorio Fratta is registered as an investment adviser representative in CA and TX (CRD 5003856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Wealth Management manage?
Cedar Wealth Management reports $417.2M across 132 accounts in assets under management.
How do I contact Vittorio Fratta?
Through Vittorio's website, www.cedarwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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