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CORDATUS WEALTH MANAGEMENT LLC
CRD 282871File 801-107770
APPROVED
Retail clients
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$630.4M
Above cohort median (national)
Discretionary AUM
$563.9M
Non-discretionary $66.5M
Clients
308
908 accounts
Employees
6
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 29, 2016
- Principal office
- 95 S. MAIN STREET, YARDLEY, PA, 19067
- Phone
- 215-579-5981
- Website
- HTTP://CORDATUSWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $630.4M
- Discretionary AUM
- $563.9M
- Non-discretionary AUM
- $66.5M
- Discretionary accounts
- 839
- Non-discretionary accounts
- 69
- Total accounts
- 908
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $524K |
| Charitable organizations | Fewer than 5 | $114K |
| High net worth individuals | 203 | $561.5M |
| Individuals (other than high net worth individuals) | 105 | $68.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 314 | 308 | decreased by6 |
| Apr 1, 2026 | AUM | $525,591,407 | $630,374,581 | increased by$104,783,174 |
| Apr 1, 2026 | Accounts | 907 | 908 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 288 | 314 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $418,696,183 | $525,591,407 | increased by$106,895,224 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 815 | 907 | increased by92 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 260 | 288 | increased by28 |
| Apr 1, 2022 | AUM | $340,778,759 | $418,696,183 | increased by$77,917,424 |
| Apr 1, 2022 | Accounts | 745 | 815 | increased by70 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORDATUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORDATUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.