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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About Cordant Wealth Partners
Cordant Wealth Partners is a Portland-based RIA focused on tech employees with complex equity compensation, offering financial planning, tax planning, and portfolio construction. Portfolios skew toward ETFs alongside fixed income (including munis and government/agency bonds). Custodied primarily at Schwab and Fidelity, and the firm publishes practical RSU/ESPP education and tax strategy resources.
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Owner & Executives
ISAAC EUGENE PRESLEY
Advisor, Chief Executive Officer, DIRECTOR OF INVESTMENTS, President
- CRD
- #4520604
- Ownership
- 50% but less than 75%
WILLIAM PAUL ANFUSO
Chairman, FOUNDER
- CRD
- #4348531
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,782,145 | $379,586 |
| Non-Discretionary | $5,720,059 | $150,528 |
| Total | $370,502,204 | $370,873 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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