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| Cordatus Wealth Management LLC
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| |
|---|---|
| CRD # | 282871 |
| SEC # | 801-107770 |
| CIK # | 0001715862 |
| AUM | $457.8 MM (2024-03-14) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Phone | 215-579-5981 |
| Address | 95 S Main Street Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| AVGO | 201,282.9 | 0.0 | |
| WMT | 335,434.5 | 0.0 | |
| UNH | 477,004.0 | 0.0 | |
| CSCO | 178,309.9 | 0.0 | |
| ADBE | 172,760.2 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 18.1 |
| (b) Individuals (high net worth individuals) | 254 | 432.0 |
| (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 | 8 | 5.9 |
| (h) Charitable organizations | 2 | 1.0 |
| (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 | 6 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 866 | 457.8 |
| By Discretionary | ||
| Discretionary | 835 | 415.3 |
| Non-Discretionary | 31 | 42.4 |
| Total | 866 | 457.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.8 | |
| Total | 866 | 457.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001715862] |
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