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| Cordatus Wealth Management LLC
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|---|---|
| CRD # | 282871 |
| SEC # | 801-107770 |
| CIK # | 0001715862 |
| AUM | 630.4 M (2026-03-18) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-579-5981 |
| Address | 95 S Main Street Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001715862 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Costco Wholesale Corp /NEW | 6.0 | ||
| Facebook Inc | 5.3 | ||
| McDonalds Corp | 5.1 | ||
| General Electric Co | 4.8 | ||
| Citigroup Inc | 4.5 | ||
| Analog Devices Inc | 4.4 | ||
| Linde PLC | 4.3 | ||
| Chevron Corp | 4.1 | ||
| Caterpillar Inc | 4.1 | ||
| Bank of America Corp /DE/ | 4.1 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LSY Inc
✚
|
CA | 630.7 M |
|
Stuart Investment Advisors Inc
✚
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Accuvest Global Advisors Inc
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Davidson Capital Management Inc
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TX | 630.3 M |
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Rosel Wealth Management LLC
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CO | 630.2 M |
|
Legacy Wealth Management LLC
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ID | 629.0 M |
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Gem Asset Management LLC
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MI | 628.1 M |
|
Meridian Investment Advisors Inc
✚
|
IN | 628.0 M |
|
Capshift Advisors LLC
✚
|
MA | 628.0 M |
|
Findec Wealth Services Inc
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|
CA | 627.9 M |