# Concordia Wealth Planning

Concordia Wealth Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 304639
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304639

## About

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.

## 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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- [Suncap Management](https://altss.com/profile/suncap-management)
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Last updated: 2026-07-06T01:24:14.474Z

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