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| Happy Holidays!! thanks for using AUM13F!! |
| Concordia Wealth Management LLC
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|---|---|
| CRD # | 164278 |
| SEC # | 801-77860 |
| CIK # | |
| AUM | $188.7 M (2025-03-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 978-371-7044 |
| Address | 37 Main Street Concord, MA 01742 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.4 |
| (b) Individuals (high net worth individuals) | 39 | 144.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 39.8 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 188.7 |
| By Discretionary | ||
| Discretionary | 106 | 177.9 |
| Non-Discretionary | 13 | 10.8 |
| Total | 119 | 188.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 85.7 | |
| United States Persons | 103.0 | |
| Total | 119 | 188.7 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| Teachers' Retirement Security for Illinois Educators |
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