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CORDANT WEALTH PARTNERS

PORTLAND, OR · CRD 152395 · IAPD ↗ · cordantwealth.com · (503) 621-9207

$370.5MRegulatory AUM
5Advisory reps
8Employees
164Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2026 — CORDANT WEALTH PARTNERS (PORTLAND, OR) left the SEC roster (was $370.5M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
December 2025 — CORDANT WEALTH PARTNERS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2024 — CORDANT WEALTH PARTNERS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.