Cordatus Wealth Management LLC
● SEC registered since 2016CRD 282871SEC# 801-107770Yardley, PA
Reg. AUM
$630.4M
Employees
6
Accounts
908
Location
Yardley, PA
Cordatus Wealth Management LLC assets under management
Cordatus Wealth Management LLC is a registered investment adviser overseen by the SEC based in Yardley, PA. The firm has been registered since 2016. It reports $630.4 million in regulatory assets under management and employs 6 people.
Cordatus Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason John Bass Control | Chief Compliance Officer/Member | 10-25% | 2016 |
| Kenneth Brian Dysart Control | Chief Executive Officer/Member | 50-75% | 2017 |
| Sean Patrick Gogola Control | Vice President/Member | 25-50% | 2017 |
Frequently asked questions
How much does Cordatus Wealth Management LLC manage?
Cordatus Wealth Management LLC reports $630.4 million in regulatory assets under management on its Form ADV.
How many employees does Cordatus Wealth Management LLC have?
Cordatus Wealth Management LLC reports 6 employees.
Where is Cordatus Wealth Management LLC located?
Cordatus Wealth Management LLC is based in Yardley, PA and has been SEC-registered since 2016.
Does Cordatus Wealth Management LLC disclose fund performance?
Cordatus Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 95 S. Main Street, Yardley, PA 19067 |
| Phone | 215-579-5981 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1715862 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$630.4M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$630.4Mregulatory AUM
Discretionary $563.9MNon-discretionary $66.5M