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| Cordatus Wealth Management LLC
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|---|---|
| CRD # | 282871 |
| SEC # | 801-107770 |
| CIK # | 0001715862 |
| AUM | $525.6 M (2025-03-21) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Phone | 215-579-5981 |
| Address | 95 S Main Street Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| McDonalds Corp | 5.0 | ||
| Johnson & Johnson | 5.0 | ||
| Procter & Gamble Co | 4.4 | ||
| General Electric Co | 4.4 | ||
| VISA Inc | 4.2 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| Linde PLC | 4.1 | ||
| Netflix Inc | 4.1 | ||
| Bank of America Corp /DE/ | 3.9 | ||
| Facebook Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 41.0 |
| (b) Individuals (high net worth individuals) | 215 | 484.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 525.6 |
| By Discretionary | ||
| Discretionary | 876 | 506.4 |
| Non-Discretionary | 31 | 19.2 |
| Total | 907 | 525.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.6 | |
| Total | 907 | 525.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001715862] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Impact Capital Partners LLC
✚
|
CO | 0.5 |
|
RDL Financial Inc
✚
|
VA | 0.5 |
|
West Oak Capital LLC
✚
|
ID | 0.5 |
|
Ogorek Wealth Management LLC
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|
NY | 0.5 |
|
The LUTS & Greenleigh Group Inc
✚
|
MD | 0.5 |
|
Alexander Labrunerie & Co Inc
✚
|
MO | 0.5 |
|
BBVA Global Wealth Advisors Inc
✚
|
FL | 0.5 |
|
Nvest Financial LLC
✚
|
NH | 0.5 |
|
Harvey Capital Management Inc
✚
|
FL | 0.5 |
|
Premier Wealth Advisors LLC
✚
|
NY | 0.5 |