# Concordia Wealth Management

Concordia Wealth Management is a Bank / Wealth / Trust based in Concord, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Concord, United States
- **Region:** North America
- **Address:** Concord, MA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 164278
- **SEC file number:** 801-77860
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164278

## About

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.

## Related profiles

- [Concordia University Pension Plan](https://altss.com/profile/concordia-university-pension-plan)
- [Condor Life Insurance](https://altss.com/profile/condor-life-insurance)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/concordia-wealth-management

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