CORDATUS WEALTH MANAGEMENT LLC

YARDLEY, Pennsylvania·4 registered advisors·CRD# 282871
SEC# 801-1077700215-579-5981
01

Firm Overview

AUM
$458M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CORDATUS WEALTH MANAGEMENT LLC

4 registered advisors
Jason John Bass
YARDLEY, Pennsylvania
Kenneth Brian Dysart
YARDLEY, Pennsylvania
Sean Patrick Gogola
YARDLEY, Pennsylvania
Walter Meranze
NEWTOWN, Pennsylvania
05

Office Locations

YARDLEY, Pennsylvania
3 advisors
NEWTOWN, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. CORDATUS WEALTH MANAGEMENT LLC (CRD# 282871) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.