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CONCORDIA WEALTH MANAGEMENT, LLC
CRD 164278File 801-77860
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$197.1M
Below cohort median (national)
Discretionary AUM
$185.8M
Non-discretionary $11.3M
Clients
53
116 accounts
Employees
4
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 2, 2013
- Principal office
- 37 MAIN STREET, SUITE 1, CONCORD, MA, 01742
- Phone
- (978) 371-7044
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $197.1M
- Discretionary AUM
- $185.8M
- Non-discretionary AUM
- $11.3M
- Discretionary accounts
- 103
- Non-discretionary accounts
- 13
- Total accounts
- 116
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $41.0M |
| High net worth individuals | 40 | $152.5M |
| Individuals (other than high net worth individuals) | 7 | $3.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.