CORDATUS WEALTH MANAGEMENT LLC
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
FINTRXOverview
Cordatus Wealth Management LLC is an independent, owner-operated RIA formed in 2016 that serves individual and family clients. The firm acts as a capital allocator and combines fee-based wealth management with financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its offered services include pension consulting and adviser selection, and the firm also operates as a registered representative of a broker-dealer and maintains an affiliation with an insurance company. Fee arrangements are a mix of AUM-based fees and fixed-fee engagements. Cordatus does not describe itself as an active ESG investor and is registered to advise from a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Private Funds9%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
3 of 6SEAN GOGOLA
Portfolio and Planning StrategistCRD 2902655
Avery Dysart
Investment Advisor RepresentativeCRD 7765816
JASON BASS
Director of OperationsCRD 5227540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$139M in ETFs
90%
$125M
0%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $33.7M | 157,888 | 24.30% |
Location
YARDLEY, PA
BUCKS
Location
YARDLEY, PA
Headquartered in YARDLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 95 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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