CORDANT WEALTH PARTNERS
SEC RegisteredFINANCIAL ADVICE FOR TECH EMPLOYEES
About the firm
Cordant Wealth Partners is an independent, 100% fiduciary wealth management firm that specializes in working with tech employees. They help clients maximize equity compensation, lower taxes, and make work optional through comprehensive financial planning and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth management, equity compensation optimization (RSUs, ESPP, Deferred Compensation, Mega Backdoor Roth), diversification and investing, tax planning, and insurance planning
Who they serve
Tech employees, including employees of Intel, Microsoft, and Nike
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $8.8M |
| High Net Worth Individuals | 126 | $362M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
164 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORDANT WEALTH PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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