RIA Intel›Advisers›Massachusetts›CONCORDIA WEALTH MANAGEMENT, LLC

CONCORDIA WEALTH MANAGEMENT, LLC

Advisory

N·CONCORD, MA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM

$189M

1-Year AUM Growth

+7.9%

3-Year CAGR

-1.9%

Employees

2

Assets Under Management

Total AUM$189M

Discretionary AUM$178M

Non-Discretionary AUM$11M

Discretionary %94.3%

Total Clients54

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingMar 27, 2013

Latest FilingFeb 10, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CONCORDIA WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.