Cordatus Wealth Management LLC
Cordatus Wealth Management LLC is an SEC-registered wealth manager in Yardley, PA with $630.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Cordatus Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282871, SEC 801-107770, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $630.4M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Yardley, PA
- Employees
- 6
- Clients
- 308
- CRD
- 282871
- Ownership
- BASS, JASON, JOHN; GOGOLA, SEAN, PATRICK; DYSART, KENNETH, BRIAN; MERANZE, WALTER
How much AUM does Cordatus Wealth Management LLC have?
Cordatus Wealth Management LLC reported $630.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Cordatus Wealth Management LLC?
Disclosed owners and executives of Cordatus Wealth Management LLC include BASS, JASON, JOHN, GOGOLA, SEAN, PATRICK, DYSART, KENNETH, BRIAN, MERANZE, WALTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.