Cordatus Wealth Management LLC
Cordatus Wealth Management LLC is an SEC-registered investment adviser headquartered in Yardley, Pennsylvania. Founded in 2017, the firm provides comprehensive wealth management and investment advisory services primarily to individuals and high net worth individuals. With a small team of 6 employees, Cordatus emphasizes exceptional service, objective advice, transparency, and fiduciary responsibility. They utilize First Clearing, LLC as custodian and Prospera Financial Services for back office support. The firm primarily serves clients in the United States.
Investment Strategy
Cordatus Wealth Management LLC follows a fiduciary standard, specializing in providing completely objective and transparent advice separated from asset custody and product origination. They offer full-service investment advisory with a focus on tailored, client-centered strategies, asset allocation, and risk management. Investment decisions are grounded in disciplined research, with client assets custodied at First Clearing (Wells Fargo affiliate), ensuring robust operational support and security. The firm serves individuals, especially those with high net worth, emphasizing personalized portfolio construction and long-term wealth preservation.
Top Holdings
Equity Positions (161)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 9.43% | $40.0M | 85,350 | $420.00 | $468.41 | +$3.8M |
A AAPL | APPLE INC | 5.87% | $24.9M | 97,792 | $246.21 | $254.63 | +$4.8M |
M MSFT | MICROSOFT CORP | 5.76% | $24.4M | 47,147 | $453.95 | $517.95 | +$1.0M |
A AVGO | BROADCOM INC | 4.76% | $20.2M | 61,247 | $114.25 | $329.91 | +$3.0M |
N NVDA | NVIDIA CORPORATION | 3.82% | $16.2M | 86,762 | $49.97 | $186.58 | +$2.5M |