Vice President/member · Cordatus Wealth Management LLC
Sean P. Gogola
CRD 2902655 · Named on Form ADV at one SEC-registered adviser
At a glance
Cordatus Wealth Management LLC, an SEC-registered wealth manager based in Yardley, PA with $630 million in regulatory assets, lists Sean P. Gogola on its Form ADV as Vice President/member, a control person.
Firms and roles
- Cordatus Wealth Management LLCVice President/memberWealth manager · Yardley, PA · $630M in regulatory assets
AtlasMembers
Sean’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jason J. BassChief Compliance Officer/member, Cordatus Wealth Management LLC
- Kenneth B. DysartChief Executive Officer/member, Cordatus Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.