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Concordia Wealth Planning
Concordia Wealth Planning, LLC is a state-registered investment adviser with $56 million in regulatory assets under management. The firm has 4 employees and 5...
Overview
Concordia Wealth Planning, LLC is a state-registered investment adviser with $56 million in regulatory assets under management. The firm has 4 employees and 5 investment advisers. It operates with a team of 10 professionals.
General information
Firm type
RIA
Frequently asked questions
Does Concordia Wealth Planning make direct investments or fund commitments?
There is no public information on Concordia Wealth Planning's investment channels—whether it commits to external funds, makes direct co-investments, or operates through special-purpose vehicles. The firm's own communications provide no detail on deployment methods.
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