Cordatus Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yardley, PA. Its latest Form ADV filing, dated March 18, 2026, reports $630M in regulatory assets under management, 6 employees, and 908 accounts.
Top client segmentHNWI represent 65.9% of total clients.
Top client categories% of clientsClients
1
HNWI
65.9%
203
2
Individuals
34.1%
105
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$630Mas of March 18, 2026
Discretionary89.5%
$564M
89% of total RAUM89.5%
Non-discretionary10.5%
$66M
11% of total RAUM10.5%
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$630M
Total Accounts908
10Y AUM Change+$473M (+300.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee51:1
10Y Employee Change+2 (+50.0%)
* 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.