|
⚲
|
| Cordatus Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 282871 |
| SEC # | 801-107770 |
| CIK # | 0001715862 |
| AUM | $630.4 M (2026-03-18) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Phone | 215-579-5981 |
| Address | 95 S Main Street Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.6 | ||
| Broadcom Inc | 18.5 | ||
| Microsoft Corp | 17.7 | ||
| Nvidia Corp | 14.6 | ||
| Alphabet Inc | 11.3 | ||
| J P Morgan Chase & Co | 10.7 | ||
| Wal Mart Stores Inc | 10.0 | ||
| Johnson & Johnson | 7.9 | ||
| Palantir Technologies Inc | 7.2 | ||
| Amazon Com Inc | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 68.2 |
| (b) Individuals (high net worth individuals) | 203 | 561.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 908 | 630.4 |
| By Discretionary | ||
| Discretionary | 839 | 563.9 |
| Non-Discretionary | 69 | 66.5 |
| Total | 908 | 630.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 630.4 | |
| Total | 908 | 630.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001715862] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LSY Inc
✚
|
CA | 0.6 |
|
Stuart Investment Advisors Inc
✚
|
TX | 0.6 |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.6 |
|
Davidson Capital Management Inc
✚
|
TX | 0.6 |
|
Rosel Wealth Management LLC
✚
|
CO | 0.6 |
|
Legacy Wealth Management LLC
✚
|
ID | 0.6 |
|
GEM Asset Management LLC
✚
|
MI | 0.6 |
|
Meridian Investment Advisors Inc
✚
|
IN | 0.6 |
|
Capshift Advisors LLC
✚
|
MA | 0.6 |
|
Findec Wealth Services Inc
✚
|
CA | 0.6 |