Cordant Wealth Partners

Cordant Wealth Partners (CRD# 152395) is a financial advisory firm headquartered in Portland, OR. They manage $272,360,360 in 937 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $290,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Cordant Wealth Partners
Showing 1 - 5 of 5 top financial advisors.
1
Scott E. Gerlach
CRD#: 5824156
1211 Sw Fifth Ave, Suite 2310, Portland, OR 97204

Scott Gerlach (CRD# 5824156) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has over 13 years of experience in the finance industry.

2
Brenda K. McCombs
CRD#: 2951985
1211 Sw Fifth Ave, Suite 2310, Portland, OR 97204

Brenda McCombs (CRD# 2951985) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has over 26 years of experience in the finance industry.

3
Isaac E. Presley
CRD#: 4520604
1211 Sw Fifth Ave, Suite 2310, Portland, OR 97204

Isaac Presley (CRD# 4520604) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has over 21 years of experience in the finance industry.

4
Shannon G. Rozairo
CRD#: 7049927
1211 Sw Fifth Ave, Suite 2310, Portland, OR 97204

Shannon Rozairo (CRD# 7049927) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has 1 year of experience in the finance industry.

5
Ryan T. Patterson
CRD#: 7806462
1211 Sw Fifth Ave, Suite 2310, Portland, OR 97204

Ryan Patterson (CRD# 7806462) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has 1 year of experience in the finance industry.

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