CORDATUS WEALTH MANAGEMENT LLC

HTTP://CORDATUSWEALTH.COM/ NEWTOWN, PA Investment Advisor How do I update this listing?

Cordatus Wealth Management is based out of Newtown. Cordatus Wealth Management is a large advisory firm with 217 clients and discretionary assets under management (AUM) of $212,341,758 (Form ADV from 2018-12-10). Their last reported 13F filing for Q4 2018 included $140,139,000 in managed 13F securities and a top 10 holdings concentration of 37.92%. Cordatus Wealth Management's largest holding is Lilly (Eli) & Co. with shares held of 76,737. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CORDATUS WEALTH MANAGEMENT LLC
10 NORTH STATE ST 1ST FLOOR
NEWTOWN PA    18940
Country: United States

Business Phone: 215-579-5981
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 5
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 22,480,900
Total Number of Clients: 217
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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