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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT | NA | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT | NA | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT | NA | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT | NA | Control |
| DYSART, KENNETH, BRIAN | I | MANAGING MEMBER/CCO | E | Control |
| DYSART, KENNETH, BRIAN | I | MANAGING MEMBER/CCO | E | Control |
| DYSART, KENNETH, BRIAN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| DYSART, KENNETH, BRIAN | I | MANAGING MEMBER/CCO | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| MERANZE, WALTER | I | MANAGING MEMBER | E | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| DYSART, KENNETH, BRIAN | I | CHIEF EXECUTIVE OFFICER/MEMBER | D | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| GOGOLA, SEAN, PATRICK | I | VICE PRESIDENT/MEMBER | C | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
| BASS, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER/MEMBER | B | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (10)
CA CT FL MD ME NC NJ NY PA TX
Address
95 S. MAIN STREETYARDLEY, PA 19067
United States
Phone: 215-579-5981