{
  "crd_number": 282871,
  "slug": "cordatus-wealth-management-llc-yardley-pa-282871",
  "primary_business_name": "CORDATUS WEALTH MANAGEMENT LLC",
  "legal_name": "CORDATUS WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Yardley",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-04-29",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 630374581.0,
  "raum_discretionary": 563882542.0,
  "raum_non_discretionary": 66492039.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 114194.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 68218664.0,
      "count": 105
    },
    "high_net_worth_individuals": {
      "raum": 561518203.0,
      "count": 203
    },
    "corporations_other_businesses": {
      "raum": 523520.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "MD",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://cordatuswealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282871",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "YARDLEY",
  "url": "https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871",
  "display_name": "Cordatus Wealth Management LLC",
  "summary": "Cordatus Wealth Management LLC is an SEC-registered investment advisory firm in Yardley, PA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Cordatus Wealth Management LLC (CRD 282871): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Cordatus Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cordatus Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Cordatus Wealth Management LLC located?",
      "a": "Cordatus Wealth Management LLC's principal office is in Yardley, PA, according to its Form ADV."
    },
    {
      "q": "Is Cordatus Wealth Management LLC registered with the SEC or a state?",
      "a": "Cordatus Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282871."
    },
    {
      "q": "How much does Cordatus Wealth Management LLC manage?",
      "a": "Cordatus Wealth Management LLC reports $630,374,581 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (89% discretionary)."
    },
    {
      "q": "How have Cordatus Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cordatus Wealth Management LLC: Regulatory assets under management: $340,778,759 in the October 2021 data and $630,374,581 in the October 2026 data, up 85%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cordatus Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (203); individuals (other than high net worth individuals) (105)."
    },
    {
      "q": "Which custodians does Cordatus Wealth Management LLC use?",
      "a": "Cordatus Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cordatus Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282871"
    },
    {
      "q": "What changed in Cordatus Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $525,591,407 to $630,374,581 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 340778759.0,
      "total_employees": 4,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 418696183.0,
      "total_employees": 5,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 398208551.0,
      "total_employees": 6,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 457769515.0,
      "total_employees": 6,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 525591407.0,
      "total_employees": 6,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 630374581.0,
      "total_employees": 6,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $525,591,407 to $630,374,581 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 105,
      "fewer_than_5": false,
      "raum": 68218664.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 203,
      "fewer_than_5": false,
      "raum": 561518203.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 114194.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 523520.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282871",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}