Concordia Wealth Management, LLC
Concordia Wealth Management, LLC is an SEC-registered wealth manager in Concord, MA with $197.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Concordia Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164278, SEC 801-77860, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $197.1M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Concord, MA
- Employees
- 4
- Clients
- 53
- CRD
- 164278
- Ownership
- ECKLER, LAUREE, A. CAMERON; RODRIGUEZ, ROBERT
How much AUM does Concordia Wealth Management, LLC have?
Concordia Wealth Management, LLC reported $197.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Concordia Wealth Management, LLC?
Disclosed owners and executives of Concordia Wealth Management, LLC include ECKLER, LAUREE, A. CAMERON, RODRIGUEZ, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.