Unclaimed Profile

Walter Meranze

CORDATUS WEALTH MANAGEMENT LLC·NEWTOWN, Pennsylvania

SIE, Series 1, Series 63, Series 65Clean record10 years registeredCORDATUS WEALTH MANAGEMENT LLC

10 NORTH STATE ST, NEWTOWN, PA 18940CRD# 332080Firm CRD# 282871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walter Meranze · NEWTOWN, PA

Registration

CRD #332080 · CORDATUS WEALTH MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORDATUS WEALTH MANAGEMENT LLC

CORDATUS WEALTH MANAGEMENT LLC

Jul 2016 – Dec 2018

NEWTOWN, PA

PROSPERA FINANCIAL SERVICES, INC.

Jun 2016 – Jul 2016

Newtown, PA

WELLS FARGO ADVISORS, LLC

Sep 2015 – Jun 2016

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 63

Series 65

Registration record

First registered · September 25, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORDATUS WEALTH MANAGEMENT LLC

CRD 282871 · SEC 801-107770

AUM

$458M

Regulatory assets under management

Employees

866 client accounts

Services offered by CORDATUS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORDATUS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Walter Meranze offer?

Walter Meranze specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with CORDATUS WEALTH MANAGEMENT LLC.

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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