Concordia Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Concord, MA. Its latest Form ADV filing, dated March 16, 2026, reports $197M in regulatory assets under management, 4 employees, 1 office, and 116 accounts.
Assets Under Management
$197M
Employees
4
Offices
1 office
Total Clients
53
Primary office
CONCORD, MA
37 MAIN STREET, SUITE 1, CONCORD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.5% of total clients.
Top client categories% of clientsClients
1
HNWI
75.5%
40
2
Individuals
13.2%
7
3
Corporations
11.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of March 16, 2026
Discretionary94.3%
$186M
94% of total RAUM94.3%
Non-discretionary5.7%
$11M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$197M
Total Accounts116
10Y AUM Change+$58M (+41.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.