Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$630,374,581
Total clients
308
66% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
51
Average account size
$2,046,671
Cordatus Wealth Management LLC, founded in 2016, advises individuals, affiliated trusts, charitable organizations and businesses on wealth planning, asset management and corporate retirement-plan consulting. The firm provides executive services for managing stock options and restricted stock and offers financial planning alongside ongoing portfolio management for client accounts.
Cordatus generally manages accounts on a discretionary basis and encourages clients to complete a financial plan to guide portfolio construction; when a plan is not in place it determines objectives from risk tolerance, liquidity needs and tax considerations. Investment implementation includes proprietary programs (e.g., index, dividend, momentum, hedged and concentrated equity strategies), use of independent managers, and the option to participate in wrap-fee programs sponsored by Wells Fargo and Prospera.
The firm’s business model has several features that differ from many peers: some Cordatus personnel are also registered representatives of Prospera Financial Services and hold insurance licenses, and, in their broker‑dealer capacity, may implement recommendations that generate commissions and 12b‑1 fees. Cordatus requires the use of certain custodial or sponsor platforms for its programs (Prospera/First Clearing and Wells Fargo wrap programs), has a disclosed historical regulatory matter involving a principal, and reports a business relationship with Prospera that includes a loan guaranteed by a principal, all of which are disclosed conflicts that clients should consider.
Financial planning fees generally fixed between $500 and $1,000 per plan.
$0+: 0.00% to 1.50% per annum (negotiable, varies by account size and complexity) for asset management of individual client equity assets $0+: 0.10% to 1.00% per annum (negotiable, varies by plan size and complexity) for retirement plan consulting and corporate services
Certain employees receive commissions and 12b-1 fees as registered representatives of Prospera Financial Services, Inc. for commissionable transactions and mutual fund share class sales.
Services may be performed on an hourly basis in limited circumstances (not specifically quantified).
Fee-only: Fixed financial planning fees generally between $500 and $1,000 per plan, may vary with complexity; hourly fees possible for some services.
Cordatus Wealth Management LLC
95 S. Main Street
Yardley PA 19067, United States
Number of offices
1
California · Connecticut · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
Series 66
Yardley, PA
Cordatus Wealth Management LLC
Series 66
Yardley, PA
Cordatus Wealth Management LLC
CFP®, Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
Series 63, Series 65
Yardley, PA
Cordatus Wealth Management LLC
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