← Tributary

CORDATUS WEALTH MANAGEMENT LLC

YARDLEY, PA · CRD 282871 · IAPD ↗ · cordatuswealth.com · 215-579-5981

$630.4MRegulatory AUM
3Advisory reps
6Employees
4Clients
251-500Planning clients
0Private funds
9States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — CORDATUS WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($457.8M -> $525.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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