Cordant Wealth Partners
Cordant Wealth Partners is an SEC-registered wealth manager in Portland, OR with $370.5M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Cordant Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152395, SEC 801-70937, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $370.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Portland, OR
- Employees
- 8
- Clients
- 164
- CRD
- 152395
- Ownership
- MCCOMBS, BRENDA, KAY; ANFUSO, VICTOR, L'EPISCOPO; ANFUSO, WILLIAM, PAUL; FRANKEL, DANIEL, JACOB; PAGE, DAWN, MARIE
How much AUM does Cordant Wealth Partners have?
Cordant Wealth Partners reported $370.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Cordant Wealth Partners?
Disclosed owners and executives of Cordant Wealth Partners include MCCOMBS, BRENDA, KAY, ANFUSO, VICTOR, L'EPISCOPO, ANFUSO, WILLIAM, PAUL, FRANKEL, DANIEL, JACOB, PAGE, DAWN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.