Concordia Wealth Management, LLC
● SEC registered since 2013CRD 164278SEC# 801-77860Concord, MA
Reg. AUM
$197.1M
Employees
4
Accounts
116
Location
Concord, MA
Concordia Wealth Management, LLC assets under management
Concordia Wealth Management, LLC operates as an SEC-registered investment adviser based in Concord, MA. The firm has been registered since 2013. It reports $197.1 million in regulatory assets under management and employs 4 people.
Concordia Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Rodriguez Control | Managing Member And Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Concordia Wealth Management, LLC manage?
Concordia Wealth Management, LLC reports $197.1 million in regulatory assets under management on its Form ADV.
How many employees does Concordia Wealth Management, LLC have?
Concordia Wealth Management, LLC reports 4 employees.
Where is Concordia Wealth Management, LLC located?
Concordia Wealth Management, LLC is based in Concord, MA and has been SEC-registered since 2013.
Does Concordia Wealth Management, LLC disclose fund performance?
Concordia Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 37 Main Street, Suite 1, Concord, MA 01742 |
| Phone | (978) 371-7044 |
| Fax | (978) 208-2165 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.1M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$197.1Mregulatory AUM
Discretionary $185.8MNon-discretionary $11.3M