CONCORDIA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$197,112,273
Discretionary
$185,814,405
Non-discretionary
$11,297,868
Firm details
- CRD number
- 164278
- SEC file number
- 801-77860
- Main office
- CONCORD, MA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.