# Cordant Wealth Partners

Cordant Wealth Partners is a RIA based in Portland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 1994
- **Assets under management:** $1B - $5B (Altss estimate)
- **Website:** cordantwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cordant-wealth-partners

## Regulatory record

- **CRD number:** 152395
- **SEC file number:** 801-70937
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152395

## About

CORDANT WEALTH PARTNERS is an SEC-registered investment adviser in PORTLAND, OR, registered since 2010. The firm manages $371 million in assets, with $365 million on a discretionary basis. It has 8 employees and 5 investment advisers.

## Sectors

- Financial Services
- Wealth Management
- Private Credit
- Real Estate
- Hedge Funds

## People

- Alan F. R. Hoffman — Chief Executive Officer
- Jeffrey M. V. Roth — Chief Investment Officer
- Susan T. L. Miller — President

## Questions

### Who runs investment decisions at Cordant Wealth Partners?

Alan Hoffman serves as CEO and oversees the firm's strategic direction. Jeffrey Roth is Chief Investment Officer, responsible for asset allocation and manager selection. Susan Miller is President, managing day-to-day operations. All three are based in Portland (per the firm's official communications).

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- [KASMAT RISK MANAGEMENT, LLC.](https://altss.com/profile/kasmat-risk-management-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cordant-wealth-partners

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