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Cordatus Wealth Management LLC

● SEC registered since 2016CRD 282871SEC# 801-107770Yardley, PA
Export (members)
Reg. AUM
$525.6M
Employees
6
Accounts
907
Location
Yardley, PA

Cordatus Wealth Management LLC assets under management

Cordatus Wealth Management LLC is a registered investment adviser overseen by the SEC based in Yardley, PA. The firm has been registered since 2016. It reports $525.6 million in regulatory assets under management and employs 6 people.
cordatuswealth.comView on SEC.gov ↗

Cordatus Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Jason John Bass ControlChief Compliance Officer/Member10-25%2016
Kenneth Brian Dysart ControlChief Executive Officer/Member50-75%2017
Sean Patrick Gogola ControlVice President/Member25-50%2017

Frequently asked questions

How much does Cordatus Wealth Management LLC manage?

Cordatus Wealth Management LLC reports $525.6 million in regulatory assets under management on its Form ADV.

How many employees does Cordatus Wealth Management LLC have?

Cordatus Wealth Management LLC reports 6 employees.

Where is Cordatus Wealth Management LLC located?

Cordatus Wealth Management LLC is based in Yardley, PA and has been SEC-registered since 2016.

Does Cordatus Wealth Management LLC disclose fund performance?

Cordatus Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address95 S. Main Street, Yardley, PA 19067
Phone215-579-5981
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1715862
Discloses disciplinary historyYes

Assets under management

Discretionary$506.4M
Non-discretionary$19.2M
Total (RAUM)$525.6M