CORDATUS WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$630,374,581
Discretionary
$563,882,542
Non-discretionary
$66,492,039
Firm details
- CRD number
- 282871
- SEC file number
- 801-107770
- Main office
- YARDLEY, PA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://CORDATUSWEALTH.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.