SEC Form ADV

CONCORDIA WEALTH MANAGEMENT, LLC

Registered Investment AdviserMA
$197.1M
Assets Under Management
116
Total Clients
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Registration Details

Accession
CRD-164278
Location
CONCORD, MA
Filing Date
March 16, 2026
AUM
$197.1M
Total Clients
116
Amendment
No

About this Adviser

CONCORDIA WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in CONCORD, MA, managing approximately $197.1M in assets across 116 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.