SourcingSourcing

CORDATUS WEALTH MANAGEMENT LLC

C42
CRD 282871·SEC 801-107770·YARDLEY, PA
AUM
$630.4M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORDATUS WEALTH MANAGEMENT LLC
CRD
282871
SEC file #
801-107770
EIN
811791099
DBA names
—

Economics

AUM
$630.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$230.7M → $630.4M▲ +173%
Client mix
Individuals High Net Worth203
Individuals Other105

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
YARDLEY PA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargomedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
cordatuswealth.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DYSART, KENNETH, BRIAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DYSART, KENNETH, BRIAN
GOGOLA, SEAN, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CORDATUSWEALTH.COM
Rdap Domain Creation Date
2016-02-22T18:29:03Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
60,000
Form 5500 Compensation Trajectory 3y
202560,000
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
60,000
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001715862
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2019-01-31
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001715862-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Window
Wells Fargo1
Full
Wells Fargo13
E*trade4
Edgar Addresses
Mailing
10 N. STATE ST1ST FLOORNEWTOWN, PA 18940
Business
10 N. STATE ST1ST FLOORNEWTOWN, PA 18940
Edgar EIN
811791099
Edgar Recent Filings
13F-HR2026-04-29 · 0001715862-26-000003
13F-HR2026-01-26 · 0001715862-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-22T18:29:03Z
Rdap Domain Last Changed
2026-01-12T15:38:28Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2025271
Trust Company Affiliate
No

People (6)

6
DYSART, KENNETH, BRIAN
IAR · Direct Owner · 62.5%
2025271
GOGOLA, SEAN, PATRICK
IAR · Direct Owner · 37.5%
2902655
BASS, JASON, JOHN
IAR · Direct Owner · 17.5%
5227540
Avery Dysart
IAR
7765816
MARK VINCENT FORKTUS
IAR
1874830
Michele Lee Later
IAR
4836629