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Concordia Wealth Management
Concordia Wealth Management is an SEC-registered investment adviser in Concord, MA, registered since 2013. It manages $197 million in assets, with $186 million...
Concordia Wealth Management
Concordia Wealth Management is an SEC-registered investment adviser in Concord, MA, registered since 2013. It manages $197 million in assets, with $186 million on a discretionary basis. The firm has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Concord
Corporate office
Concord, MA, United States
Frequently asked questions
What is Concordia Wealth Management?
Concordia Wealth Management is a bank / wealth / trust headquartered in Concord, United States.
When was Concordia Wealth Management founded?
Concordia Wealth Management was founded in 2013.
Where is Concordia Wealth Management headquartered?
Concordia Wealth Management is headquartered in Concord, United States, in the North America region.
What does Altss track for Concordia Wealth Management?
Altss maintains an OSINT-verified profile of Concordia Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Concordia Wealth Management?
Concordia Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Concordia Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Concordia Wealth Management's Altss profile last updated?
Concordia Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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