Cordatus Wealth Management LLC

RIASEC RegisteredEst. 2016

Total AUM

$630M

Discretionary

$564M

89% of AUM

Avg account

$694K

Accounts

908

Employees

Advisory reps

Firm details

Headquarters: Yardley, Pennsylvania
CRD number: 282871
Registered since: April 29, 2016
Website: www.cordatuswealth.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.08%
Individuals10.82%
Corporations / Businesses0.08%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cordatus Wealth Management LLC is an independent, SEC-registered RIA that operates as a limited liability company and is owned by an individual. The firm focuses on individual and family clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services (the firm does not identify itself as a registered pension consultant in its snapshot). Cordatus also functions as a registered representative of a broker‑dealer and maintains an industry affiliation with an insurance company. The firm does not position itself as an active ESG investor and is not identified as a multistate adviser in the snapshot.