Key facts
- CONCORDIA WEALTH MANAGEMENT, LLC is a other based in CONCORD, MA.
- CONCORDIA WEALTH MANAGEMENT, LLC reports $89.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 164278- Regulatory AUM
- $89.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- CONCORD, MA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CONCORDIA WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CONCORDIA WEALTH MANAGEMENT, LLC's AUM?
- CONCORDIA WEALTH MANAGEMENT, LLC manages approximately $89.4M in assets.