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CORDATUS WEALTH MANAGEMENT LLC
CRD 282871 · SEC 801-107770
95 S. MAIN STREET, YARDLEY, PA, 19067, United States
Phone
215-579-5981
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$630.4M
Discretionary AUM
$563.9M
Team
6 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $68.2M |
| High net worth individuals | 203 | $561.5M |
States served
CA, MD, NJ, NY, NC, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD