Cordant Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 30, 2026, reports $371M in regulatory assets under management, 8 employees, and 999 accounts.
Assets Under Management
$371M
Employees
8
Offices
--
Total Clients
164
Primary office
PORTLAND, OR
2175 NW RALEIGH ST., SUITE 110, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.8% of total clients.
Top client categories% of clientsClients
1
HNWI
76.8%
126
2
Individuals
23.2%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of March 30, 2026
Discretionary98.5%
$365M
98% of total RAUM98.5%
Non-discretionary1.5%
$6M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$371M
Total Accounts999
10Y AUM Change+$206M (+125.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.