# CORDATUS WEALTH MANAGEMENT LLC

CORDATUS WEALTH MANAGEMENT LLC of YARDLEY, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 282871
- Type: SEC-registered investment adviser
- SEC file number: 801-107770
- Location: 95 S. MAIN STREET, YARDLEY, PA, 19067
- Phone: 215-579-5981
- Latest filing: 2026-03-18
- Regulatory AUM: $630.4M
- Discretionary AUM: $563.9M
- Non-discretionary AUM: $66.5M
- Clients: 6
- Accounts: 908

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jason John Bass | CHIEF COMPLIANCE OFFICER/MEMBER | — |
| Kenneth Brian Dysart | CHIEF EXECUTIVE OFFICER/MEMBER | — |
| Sean Patrick Gogola | VICE PRESIDENT/MEMBER | — |
| DYSART KENNETH BRIAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/MEMBER; MANAGING MEMBER/CCO (+1 more) | — |
| MERANZE WALTER | MANAGING MEMBER | — |
| BASS JASON JOHN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MEMBER | — |
| GOGOLA SEAN PATRICK | VICE PRESIDENT; VICE PRESIDENT/MEMBER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2015-10-29 | regulatory | WITHOUT ADMITTING OR DENYING THE FINDINGS, DYSART CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT HE DID NOT PROVIDE WRITTEN NOTICE TO HIS MEMBER FIRM PRIOR TO PARTICIPATING IN PRIVATE SECURITIES TRANSACTIONS BY REFERRING CUSTOMERS TO A PRIVATE SECURITIES OFFERING AND HELPING TO FACILIT… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282871/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282871/similar
- Related entities: https://search.stillhousedata.com/firm/282871/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282871

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.