Cordatus Wealth Management LLC
Cordatus Wealth Management LLC (CRD# 282871) is a financial advisory firm headquartered in Newtown, PA. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Sean Gogola (CRD# 2902655) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Newtown, PA and has over 17 years of experience in the finance industry. Sean Gogola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walter Meranze (CRD# 332080) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Newtown, PA and has over 36 years of experience in the finance industry.