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CONCORDIA WEALTH MANAGEMENT, LLC
CRD 164278 · SEC 801-77860
37 MAIN STREET, SUITE 1, CONCORD, MA, 01742, United States
Phone
(978) 371-7044
Fax
(978) 208-2165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.1M
Discretionary AUM
$185.8M
Team
4 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.6M |
| High net worth individuals | 40 | $152.5M |
| Corporations/business entities | 6 | $41.0M |
States served
MA, NY, TX
Official SEC filing: View on IAPD