DBA: CORDANT WEALTH PARTNERS
| Total AUM | $370.5M |
| Discretionary | $364.8M98% of AUM |
| Non-Discretionary | $5.7M |
| Client Accounts | 999 |
| Avg Account Size | $371K |
| Employees | 8 |
| Peak AUM | $370.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $371M | +22.6% | +15.1% | +10.6% | |
| Discretionary AUM | |||||
| Total AUM | $370.5M |
| Discretionary | $364.8M |
| Employees | 8 |
| Client Accounts | 999 |
| Client Range | 101-250 |
Address
2175 NW RALEIGH ST.
PORTLAND OR 97210
Phone
(503) 621-9207
Filing History
53 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$365M
98.5% of AUM
Non-Discretionary
$6M
1.5% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$371M
| $365M |
| +23.1% |
| +15.3% |
| +10.9% |
| Non-Disc. AUM | $6M | 1.5% | +3.5% | 1.0% |
| Total Accounts | 999 | +2.6% | +4.2% | +6.9% |
| Avg Account Size | $370,873.077 | +19.6% | +10.4% | +3.5% |
| Employees | 8 | +14.3% | +4.6% | +2.7% |
| AUM / Employee | $46M | +7.3% | +10.1% | +7.7% |
Client AUM Segments | |||||
| Wealth AUM | $371M | +22.6% | +15.1% | +10.6% | |
Client Count Segments | |||||
| HNW Clients | 38 | +26.7% | +23.9% | +40.3% | |
| Individuals | 126 | +5.0% | +5.9% | +6.7% | |