CONCORDIA WEALTH MANAGEMENT, LLC

37 Main Street
Suite 1
Concord, Massachusetts 01742
Tel: (978) 371-7044

About CONCORDIA WEALTH MANAGEMENT, LLC

CONCORDIA WEALTH MANAGEMENT, LLC, formally registered with the SEC as CONCORDIA WEALTH MANAGEMENT, LLC. The firm was established in 04/02/2013. They have over 2 offices throughout the country.

CONCORDIA WEALTH MANAGEMENT, LLC is a Concord, Massachusetts based Financial Planning firm with nearly $170,427,780 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164278
SEC#	801-77860
Assets Managed by Firm	$170,427,780
No. of Clients	123
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	123	$170,427,780
Individuals (other than high net worth individuals)	14	$7,327,295
High net worth individuals	37	$126,782,056
Corporations or other businesses	7	$36,318,429

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