C
$630.4M Total AUM
$563.9M Disc. AUM
-- 3Y CAGR
6 Employees
312 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Legacy ridge
- Established Date
- 04-29-2016
- Office Locations
- 1
Office Locations
95 S. Main Street Yardley PA
About Cordatus Wealth Management LLC
Cordatus Wealth Management is a full-service fiduciary RIA providing objective financial advice, holistic planning, and discretionary portfolio management for high-net-worth individuals and corporate executives. Its investment approach emphasizes asset allocation and risk management, with portfolios largely implemented via ETFs. Custodies with First Clearing (Wells Fargo).
Team overview
51 AVG AGE
$210.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6.6 yrs AVG TENURE
6 Employees
3 Advisory Reps
5 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Meridian
Custodian
Signal glacier
Investment Themes
Foundation Pathway Matrix unison
Investment Vehicles
Pathway element
Services
Catalyst vertex Atlas Zenith ridge Radial Ridge
Technology
Horizon alpha
Owner & Executives
KENNETH BRIAN DYSART
Chief Executive Officer
- CRD
- #2025271
- Ownership
- 50% but less than 75%
(818) 980-9850
harbor.beacon@signalcapital.com
in linkedin.com/in/prime-focus
S
SEAN PATRICK GOGOLA
VICE PRESIDENT
- CRD
- #2902655
- Ownership
- 25% but less than 50%
(589) 494-9305
vector.value@optimacapital.com
in linkedin.com/in/legacy-foundation
C
Catalyst quantum
Fusion ember
- CRD
- #28882
- Ownership
- 4.6%
(224) 418-6414
oak.unison@harborcapital.com
in linkedin.com/in/crest-timber
Showing 2 of 3 owners & executives
Unlock allContacts
A
Avery Dysart
--
- CRD
- #7765816
(789) 457-2050
ridge.harbor@valuecapital.com
in linkedin.com/in/peak-legacy
M
MARK VINCENT FORKTUS
--
- CRD
- #1874830
(901) 461-6466
catalyst.quantum@glaciercapital.com
in linkedin.com/in/pioneer-element
F
Foundation oak
Summit pioneer
- CRD
- #39549
(815) 436-1637
timber.value@frontiercapital.com
in linkedin.com/in/oak-prime
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $563,882,542 | $672,089 |
| Non-Discretionary | $66,492,039 | $963,653 |
| Total | $630,374,581 | $694,245 |
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Separately Managed Accounts
Total SMA Asset: $630,374,581
Equity - Exchange:
17.9% Private Funds:
3.7% Corporate - Investment Grade:
17.5% U.S. Government/Agency:
18.4% Cash:
11.0% Municipal Bonds:
16.2% Other:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $176,641,954 | 17.9% |
| Private Funds | $36,512,583 | 3.7% |
| Corporate - Investment Grade | $172,694,647 | 17.5% |
| U.S. Government/Agency | $181,576,086 | 18.4% |
| Cash | $108,550,921 | 11.0% |
| Municipal Bonds | $159,865,902 | 16.2% |
| Other | $150,984,464 | 15.3% |
| Total | $986,826,557 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE PIONEER | VITAL CAPITAL | 35ADJGG29 | CPT | 2.75% | $111,409,605 |
| WAVE FOCUS EMBER | BEACON RIDGE | YSROQZ1LX | MYM | 4.18% | $69,153,173 |
| MATRIX PEAK | HARBOR ALPHA | X5W6TTSXP | ERYDA | 10.63% | $13,429,213 |
| MATRIX VERTEX TIMBER | ATLAS FRONTIER | FB1FUKXOW | AKWL | 10.58% | $39,238,040 |
| RADIAL INSIGHT | ALPHA BEACON | 76N3U6MIW | DZQUD | 10.09% | $36,796,335 |
| ELEMENT BRIDGE | BEACON ZENITH | 554U7V6R2 | NEHV | 11.28% | $50,292,195 |
| FRONTIER PATHWAY FOUNDATION | PRIME PRIME | 0NROP3ZOU | ZPLPN | 8.57% | $44,960,877 |
| INSIGHT MERIDIAN | PIONEER ELEMENT | HIEU7Q8GC | EPV | 2.94% | $55,884,545 |