CORDANT, INC.
Legal name: CORDANT WEALTH PARTNERS
CRD #152395 SEC #801-70937 PORTLAND, OR (503) 621-9207
SEC Registered
Total AUM
$337.7M
Discretionary
$329.6M
Employees
9
Clients
101
Accounts
978
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $337.7M | $329.6M | $8.1M | 9 | 154 |
| Sep 2025 | $337.7M | $329.6M | $8.1M | 9 | 154 |
| Mar 2025 | $302.1M | $296.3M | $5.8M | 7 | 150 |
| May 2024 | $272.4M | $266.7M | $5.6M | 7 | 135 |
| Mar 2024 | $272.4M | $266.7M | $5.6M | 7 | 135 |
| Feb 2024 | $272.4M | $266.7M | $5.6M | 7 | 135 |
| Oct 2023 | $243.1M | $237.9M | $5.2M | 7 | 0 |
| Sep 2023 | $243.1M | $237.9M | $5.2M | 7 | 0 |
| Mar 2023 | $243.1M | $237.9M | $5.2M | 7 | 0 |
| Aug 2022 | $259.5M | $254.1M | $5.4M | 8 | 0 |
| Jul 2022 | $259.5M | $254.1M | $5.4M | 8 | 0 |
| Mar 2022 | $259.5M | $254.1M | $5.4M | 8 | 0 |
| Jan 2022 | $223.8M | $217.8M | $6M | 7 | 0 |
| Mar 2021 | $223.8M | $217.8M | $6M | 7 | 0 |
| Jun 2020 | $199M | $193.4M | $5.6M | 7 | 0 |
| Mar 2020 | $199M | $193.4M | $5.6M | 7 | 0 |
| Nov 2019 | $175.5M | $169.2M | $6.3M | 6 | 0 |
| Sep 2019 | $175.5M | $169.2M | $6.3M | 6 | 0 |
| Mar 2019 | $175.5M | $169.2M | $6.3M | 6 | 0 |
| Mar 2018 | $180.6M | $180.6M | $0 | 8 | 0 |
| Mar 2018 | $180.6M | $180.6M | $0 | 8 | 0 |
| Mar 2017 | $164.5M | $159.6M | $4.9M | 8 | 100 |
| Aug 2016 | $145.9M | $137.5M | $8.4M | 8 | 100 |
| Mar 2016 | $145.9M | $137.5M | $8.4M | 8 | 100 |
| May 2015 | $133.7M | $129M | $4.7M | 8 | 26 |
| Mar 2015 | $133.7M | $129M | $4.7M | 8 | 26 |
| Mar 2014 | $112.8M | $109.1M | $3.7M | 6 | 26 |
| Jul 2013 | $96.2M | $92.1M | $4.2M | 6 | 26 |
| Jun 2013 | $96.2M | $92.1M | $4.2M | 6 | 26 |
| Apr 2013 | $96.2M | $92.1M | $4.2M | 6 | 26 |
| Mar 2013 | $96.2M | $92.1M | $4.2M | 6 | 26 |
| Mar 2013 | $96.2M | $92.1M | $4.2M | 6 | 26 |
| Apr 2012 | $90.2M | $72.2M | $18M | 1 | 26 |
| Apr 2012 | $90.2M | $72.2M | $18M | 1 | 26 |
| Apr 2012 | $90.2M | $72.2M | $18M | 1 | 26 |
| Mar 2012 | $90.2M | $72.2M | $18M | 1 | 26 |
| Mar 2012 | $90.2M | $72.2M | $18M | 1 | 26 |
| Mar 2011 | $80.3M | $60M | $20.3M | 5 | -- |
| Jan 2011 | $72.8M | $54.6M | $18.2M | 5 | -- |
| Nov 2010 | $72.8M | $54.6M | $18.2M | 5 | -- |
| Sep 2010 | $72.8M | $54.6M | $18.2M | 5 | -- |
| Jun 2010 | $72.8M | $54.6M | $18.2M | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
| Feb 2010 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$337.7M
Discretionary$329.6M
Non-Disc.$8.1M
Employees9
Clients154
DateSep 2025
Total AUM$337.7M
Discretionary$329.6M
Non-Disc.$8.1M
Employees9
Clients154
DateMar 2025
Total AUM$302.1M
Discretionary$296.3M
Non-Disc.$5.8M
Employees7
Clients150
DateMay 2024
Total AUM$272.4M
Discretionary$266.7M
Non-Disc.$5.6M
Employees7
Clients135
DateMar 2024
Total AUM$272.4M
Discretionary$266.7M
Non-Disc.$5.6M
Employees7
Clients135
DateFeb 2024
Total AUM$272.4M
Discretionary$266.7M
Non-Disc.$5.6M
Employees7
Clients135
DateOct 2023
Total AUM$243.1M
Discretionary$237.9M
Non-Disc.$5.2M
Employees7
Clients0
DateSep 2023
Total AUM$243.1M
Discretionary$237.9M
Non-Disc.$5.2M
Employees7
Clients0
DateMar 2023
Total AUM$243.1M
Discretionary$237.9M
Non-Disc.$5.2M
Employees7
Clients0
DateAug 2022
Total AUM$259.5M
Discretionary$254.1M
Non-Disc.$5.4M
Employees8
Clients0
DateJul 2022
Total AUM$259.5M
Discretionary$254.1M
Non-Disc.$5.4M
Employees8
Clients0
DateMar 2022
Total AUM$259.5M
Discretionary$254.1M
Non-Disc.$5.4M
Employees8
Clients0
DateJan 2022
Total AUM$223.8M
Discretionary$217.8M
Non-Disc.$6M
Employees7
Clients0
DateMar 2021
Total AUM$223.8M
Discretionary$217.8M
Non-Disc.$6M
Employees7
Clients0
DateJun 2020
Total AUM$199M
Discretionary$193.4M
Non-Disc.$5.6M
Employees7
Clients0
DateMar 2020
Total AUM$199M
Discretionary$193.4M
Non-Disc.$5.6M
Employees7
Clients0
DateNov 2019
Total AUM$175.5M
Discretionary$169.2M
Non-Disc.$6.3M
Employees6
Clients0
DateSep 2019
Total AUM$175.5M
Discretionary$169.2M
Non-Disc.$6.3M
Employees6
Clients0
DateMar 2019
Total AUM$175.5M
Discretionary$169.2M
Non-Disc.$6.3M
Employees6
Clients0
DateMar 2018
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$164.5M
Discretionary$159.6M
Non-Disc.$4.9M
Employees8
Clients100
DateAug 2016
Total AUM$145.9M
Discretionary$137.5M
Non-Disc.$8.4M
Employees8
Clients100
DateMar 2016
Total AUM$145.9M
Discretionary$137.5M
Non-Disc.$8.4M
Employees8
Clients100
DateMay 2015
Total AUM$133.7M
Discretionary$129M
Non-Disc.$4.7M
Employees8
Clients26
DateMar 2015
Total AUM$133.7M
Discretionary$129M
Non-Disc.$4.7M
Employees8
Clients26
DateMar 2014
Total AUM$112.8M
Discretionary$109.1M
Non-Disc.$3.7M
Employees6
Clients26
DateJul 2013
Total AUM$96.2M
Discretionary$92.1M
Non-Disc.$4.2M
Employees6
Clients26
DateJun 2013
Total AUM$96.2M
Discretionary$92.1M
Non-Disc.$4.2M
Employees6
Clients26
DateApr 2013
Total AUM$96.2M
Discretionary$92.1M
Non-Disc.$4.2M
Employees6
Clients26
DateMar 2013
Total AUM$96.2M
Discretionary$92.1M
Non-Disc.$4.2M
Employees6
Clients26
DateMar 2013
Total AUM$96.2M
Discretionary$92.1M
Non-Disc.$4.2M
Employees6
Clients26
DateApr 2012
Total AUM$90.2M
Discretionary$72.2M
Non-Disc.$18M
Employees1
Clients26
DateApr 2012
Total AUM$90.2M
Discretionary$72.2M
Non-Disc.$18M
Employees1
Clients26
DateApr 2012
Total AUM$90.2M
Discretionary$72.2M
Non-Disc.$18M
Employees1
Clients26
DateMar 2012
Total AUM$90.2M
Discretionary$72.2M
Non-Disc.$18M
Employees1
Clients26
DateMar 2012
Total AUM$90.2M
Discretionary$72.2M
Non-Disc.$18M
Employees1
Clients26
DateMar 2011
Total AUM$80.3M
Discretionary$60M
Non-Disc.$20.3M
Employees5
Clients--
DateJan 2011
Total AUM$72.8M
Discretionary$54.6M
Non-Disc.$18.2M
Employees5
Clients--
DateNov 2010
Total AUM$72.8M
Discretionary$54.6M
Non-Disc.$18.2M
Employees5
Clients--
DateSep 2010
Total AUM$72.8M
Discretionary$54.6M
Non-Disc.$18.2M
Employees5
Clients--
DateJun 2010
Total AUM$72.8M
Discretionary$54.6M
Non-Disc.$18.2M
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--