|
⚲
|
| Keyboard |
| Concordia Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 164278 |
| SEC # | 801-77860 |
| CIK # | |
| AUM | 197.1 M (2026-03-16) |
| Employees | 4 (50% 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) | 7 | 3.6 |
| (b) Individuals (high net worth individuals) | 40 | 152.5 |
| (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 | 6 | 41.0 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 197.1 |
| By Discretionary | ||
| Discretionary | 103 | 185.8 |
| Non-Discretionary | 13 | 11.3 |
| Total | 116 | 197.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 89.4 | |
| United States Persons | 107.7 | |
| Total | 116 | 197.1 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| Teachers' Retirement Security for Illinois Educators |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 (57 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Management Group Inc
✚
|
NC | 197.7 M |
|
Boardwalk Financial Strategies LLC
✚
|
WI | 197.6 M |
|
Inman Financial Services Inc
✚
|
OR | 197.5 M |
|
Rydar Equities Inc
✚
|
TX | 197.4 M |
|
Osprey Capital Management Corp
✚
|
FL | 197.2 M |
|
Continental Investors Services Inc
✚
|
WA | 196.8 M |
|
The Bendix Financial Group Inc
✚
|
NY | 196.6 M |
|
Certified Planners Inc
✚
|
CA | 196.6 M |
|
Kingdom Legacy Advisors Corporation
✚
|
196.5 M | |
|
Avant Financial Advisors LLC
✚
|
TX | 196.4 M |