CORDATUS WEALTH MANAGEMENT LLC
CRD #282871 SEC #801-107770 YARDLEY, PA 215-579-5981
SEC Registered Disclosures
Total AUM
$525.6M
Discretionary
$506.4M
Employees
6
Clients
251
Accounts
907
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $525.6M | $506.4M | $19.2M | 6 | 4 |
| Mar 2024 | $457.8M | $415.3M | $42.4M | 6 | 4 |
| Dec 2023 | $398.2M | $353.9M | $44.3M | 6 | 4 |
| Mar 2023 | $398.2M | $353.9M | $44.3M | 6 | 4 |
| Mar 2022 | $418.7M | $370.9M | $47.8M | 5 | 4 |
| Mar 2021 | $340.8M | $301.5M | $39.3M | 4 | 4 |
| Jun 2020 | $288.8M | $264.4M | $24.4M | 4 | 4 |
| Mar 2020 | $288.8M | $264.4M | $24.4M | 4 | 4 |
| Mar 2019 | $230.7M | $211.9M | $18.8M | 5 | 10 |
| Dec 2018 | $234.2M | $212.3M | $21.8M | 5 | 3 |
| Oct 2018 | $234.2M | $212.3M | $21.8M | 5 | 3 |
| Mar 2018 | $234.2M | $212.3M | $21.8M | 5 | 3 |
| Aug 2017 | $157.4M | $141.4M | $16M | 4 | 200 |
| Mar 2017 | $157.4M | $141.4M | $16M | 4 | 200 |
| Jan 2017 | $125.7M | $117.2M | $8.5M | 4 | 0 |
| Nov 2016 | $125.7M | $117.2M | $8.5M | 4 | 0 |
| Aug 2016 | $125.7M | $117.2M | $8.5M | 4 | 0 |
| Aug 2016 | $125.7M | $117.2M | $8.5M | 4 | 0 |
| Jul 2016 | $0 | $0 | $0 | 4 | 0 |
| Jun 2016 | $0 | $0 | $0 | 1 | 0 |
| Apr 2016 | $0 | $0 | $0 | 1 | 0 |
| Apr 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$525.6M
Discretionary$506.4M
Non-Disc.$19.2M
Employees6
Clients4
DateMar 2024
Total AUM$457.8M
Discretionary$415.3M
Non-Disc.$42.4M
Employees6
Clients4
DateDec 2023
Total AUM$398.2M
Discretionary$353.9M
Non-Disc.$44.3M
Employees6
Clients4
DateMar 2023
Total AUM$398.2M
Discretionary$353.9M
Non-Disc.$44.3M
Employees6
Clients4
DateMar 2022
Total AUM$418.7M
Discretionary$370.9M
Non-Disc.$47.8M
Employees5
Clients4
DateMar 2021
Total AUM$340.8M
Discretionary$301.5M
Non-Disc.$39.3M
Employees4
Clients4
DateJun 2020
Total AUM$288.8M
Discretionary$264.4M
Non-Disc.$24.4M
Employees4
Clients4
DateMar 2020
Total AUM$288.8M
Discretionary$264.4M
Non-Disc.$24.4M
Employees4
Clients4
DateMar 2019
Total AUM$230.7M
Discretionary$211.9M
Non-Disc.$18.8M
Employees5
Clients10
DateDec 2018
Total AUM$234.2M
Discretionary$212.3M
Non-Disc.$21.8M
Employees5
Clients3
DateOct 2018
Total AUM$234.2M
Discretionary$212.3M
Non-Disc.$21.8M
Employees5
Clients3
DateMar 2018
Total AUM$234.2M
Discretionary$212.3M
Non-Disc.$21.8M
Employees5
Clients3
DateAug 2017
Total AUM$157.4M
Discretionary$141.4M
Non-Disc.$16M
Employees4
Clients200
DateMar 2017
Total AUM$157.4M
Discretionary$141.4M
Non-Disc.$16M
Employees4
Clients200
DateJan 2017
Total AUM$125.7M
Discretionary$117.2M
Non-Disc.$8.5M
Employees4
Clients0
DateNov 2016
Total AUM$125.7M
Discretionary$117.2M
Non-Disc.$8.5M
Employees4
Clients0
DateAug 2016
Total AUM$125.7M
Discretionary$117.2M
Non-Disc.$8.5M
Employees4
Clients0
DateAug 2016
Total AUM$125.7M
Discretionary$117.2M
Non-Disc.$8.5M
Employees4
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0