Cordatus Wealth Management LLC
Cordatus Wealth Management LLC (CRD# 282871) is a financial advisory firm headquartered in Yardley, PA. They manage $457,769,515 in 866 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management458MILLION
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Total Number of Accounts866ACCOUNTS
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Average Account Value$528,602
- 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)
CA, CT, FL, MD, NC, NJ, NY, PA, TX
Jason Bass (CRD# 5227540) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Yardley, PA and has over 13 years of experience in the finance industry.
Kenneth Dysart (CRD# 2025271) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Yardley, PA and has over 34 years of experience in the finance industry.
Michele Later (CRD# 4836629) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Yardley, PA and has over 4 years of experience in the finance industry.