CORDATUS WEALTH MANAGEMENT LLC

CRD 282871File 801-107770

APPROVED

Retail clients

Disclosure events

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$630.4M

Above cohort median (national)

Discretionary AUM

$563.9M

Non-discretionary $66.5M

Clients

308

908 accounts

Employees

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.