Concordia Wealth Management LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Concordia Wealth Management LLC ✚
CRD #	164278
SEC #	801-77860
CIK #
AUM	$168.4 MM (94% Disc, 38% US, 2020-03-27)
Employees	3 (67% Investors, 0% Brokers)
Phone	978-371-7044
Address	37 Main Street Concord, MA 01742
Source	[IAPD]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
Christensen King & Associates Investment Services Inc ✚	WA	0.2
Sanctuary Wealth Management LLC ✚	ID	0.2
Hutchens & Kramer Investment Management Group LLC ✚	IN	0.2
Wealth Advisors Inc ✚	CA	0.2
Stern Capital Management Inc ✚	NJ	0.2
V2 Financial Group LLC ✚	IL	0.2
Trisperity Advisors LLC ✚	TX	0.2
Sander Capital Advisors Inc ✚	WA	0.2
Beacon Wealthcare Inc ✚	NC	0.2
Meredith Kathryn JANE ✚	NY	0.2

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