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Concordia Wealth Management, LLC

● SEC registered since 2013CRD 164278SEC# 801-77860Concord, MA
Export (members)
Reg. AUM
$188.7M
Employees
3
Accounts
119
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 $188.7 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Concordia Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Rodriguez ControlManaging Member And Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Concordia Wealth Management, LLC manage?

Concordia Wealth Management, LLC reports $188.7 million in regulatory assets under management on its Form ADV.

How many employees does Concordia Wealth Management, LLC have?

Concordia Wealth Management, LLC reports 3 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

Address37 Main Street, Suite 1, Concord, MA 01742
Phone(978) 371-7044
Fax(978) 208-2165
Office hours9:00a.m. - 6:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$177.9M
Non-discretionary$10.8M
Total (RAUM)$188.7M