RIA Intel›Advisers›Ohio›CONCORDIA WEALTH PLANNING, LLC

CONCORDIA WEALTH PLANNING, LLC

Advisory

OH

Data as of Jul 23, 2026 · Source: SEC Form ADV

Average account

$324K

across 140 accounts

AUM per adviser

$11M

4 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, OH, PR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

TAYLOR FINANCIAL MANAGEMENT INC

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$46M

WEALTH TRANSITIONS, LLC

$46M

SPILLANE FINANCIAL PLANNING, INC.

$45M

BLACKSTONE WEALTH MANAGEMENT, INC.

$46M

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