Cordatus Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 282871
- SEC number
- 801-107770
- Firm type
- RIA
- Assets under management
- $630.4M as of Mar 18, 2026
- Website
- cordatuswealth.com ↗
- Phone
- 215-579-5981
- Address
- 95 S. Main Street, Yardley, PA, 19067
Advisors at this firm
6 in our index · page 1 of 1
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Jason John BassCRD 5227540 · Yardley, PAIA RegisteredBroker
-
Kenneth Brian DysartCRD 2025271 · Yardley, PAIA RegisteredBrokerDisclosure event(s) on record
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Avery DysartCRD 7765816 · Yardley, PAIA RegisteredBroker
-
Mark Vincent ForktusCRD 1874830 · Yardley, PAIA RegisteredBrokerDisclosure event(s) on record
-
Sean Patrick GogolaCRD 2902655 · Yardley, PAIA RegisteredBroker
-
Michele Lee LaterCRD 4836629 · Yardley, PAIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 282871 ↗
FINRA BrokerCheck record for firm CRD 282871 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.