Concordia Wealth Management LLC

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Assets, Funds, Holdings

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Concordia Wealth Management LLC
CRD #164278
SEC #801-77860
CIK #
AUM $170.4 MM (2024-03-13)
Employees 3 (67% Investors, 0% Brokers)
Phone978-371-7044
Address37 Main Street
Concord, MA 01742
Source [IAPD]
Total AUM ($MM)
190152114763802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 14 7.3
(b) Individuals (high net worth individuals) 37 126.8
(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 36.3
(n) Other 0 0.0
Total 123 170.4
By Discretionary
Discretionary 110 160.3
Non-Discretionary 13 10.1
Total 123 170.4
By Non-United States Persons
Non-United States Persons 89.5
United States Persons 80.9
Total 123 170.4
Limited Partners2011 - 2024
New York State and Local Retirement System
Teachers' Retirement Security for Illinois Educators
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