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Walter Meranze

CORDATUS WEALTH MANAGEMENT LLC·NEWTOWN, Pennsylvania
Unclaimed Profile
10 NORTH STATE ST, NEWTOWN, PA 18940CRD# 332080Firm CRD# 282871
01

About

Walter Meranze is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with CORDATUS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORDATUS WEALTH MANAGEMENT LLC
CORDATUS WEALTH MANAGEMENT LLC
AUM
$458M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CORDATUS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 332080
Firm CRD# 282871
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walter Meranze offer?
Walter Meranze specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Walter Meranze's credentials?
Walter Meranze is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Meranze located?
Walter Meranze is based in NEWTOWN, Pennsylvania, working with CORDATUS WEALTH MANAGEMENT LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Walter Meranze charge for services?
Walter Meranze's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORDATUS WEALTH MANAGEMENT LLC?
CORDATUS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $458M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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