Cordatus Wealth Management LLC

RIASEC Registered

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, individual-owned registered investment adviser that bills itself as a capital allocator for high-net-worth individuals and families. The firm is registered with the SEC (registration date 2016) and provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting and selection of other advisers. It also operates as a registered representative of a broker-dealer and maintains an affiliation with an insurance company. The adviser charges clients on a percentage-of-AUM and fixed-fee basis and does not present itself as an active ESG investor. Its stated focus is equity-oriented portfolio construction supplemented by external manager allocations and private placement opportunities.