CONCORDIA WEALTH MANAGEMENT, LLC
CRD #164278 SEC #801-77860 CONCORD, MA (978) 371-7044
SEC Registered
Total AUM
$188.7M
Discretionary
$177.9M
Employees
3
Clients
51
Accounts
119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $188.7M | $177.9M | $10.8M | 3 | 4 |
| Mar 2024 | $170.4M | $160.3M | $10.1M | 3 | 2 |
| Sep 2023 | $157.9M | $148.7M | $9.3M | 3 | 3 |
| Mar 2023 | $157.9M | $148.7M | $9.3M | 3 | 3 |
| Mar 2022 | $182M | $171.4M | $10.6M | 3 | 3 |
| Mar 2021 | $180.2M | $168.7M | $11.5M | 3 | 2 |
| Jun 2020 | $168.4M | $157.7M | $10.8M | 3 | 4 |
| Mar 2020 | $168.4M | $157.7M | $10.8M | 3 | 4 |
| Mar 2019 | $144.2M | $120.5M | $23.7M | 3 | 4 |
| Mar 2018 | $154.5M | $127.8M | $26.8M | 3 | 1 |
| Mar 2017 | $139M | $116.3M | $22.7M | 3 | 26 |
| Mar 2016 | $97.6M | $79.7M | $17.9M | 3 | 26 |
| Apr 2015 | $113.6M | $59.5M | $54.1M | 3 | 26 |
| Mar 2015 | $113.6M | $59.5M | $54.1M | 3 | 26 |
| Jul 2014 | $125.1M | $69.9M | $55.2M | 3 | 26 |
| Mar 2014 | $124M | $64M | $60M | 4 | 26 |
| Jun 2013 | $117.5M | $68.1M | $49.4M | 3 | 26 |
| Apr 2013 | $119.7M | $67.3M | $52.4M | 3 | 26 |
| Mar 2013 | $119.7M | $67.3M | $52.4M | 3 | 26 |
DateMar 2025
Total AUM$188.7M
Discretionary$177.9M
Non-Disc.$10.8M
Employees3
Clients4
DateMar 2024
Total AUM$170.4M
Discretionary$160.3M
Non-Disc.$10.1M
Employees3
Clients2
DateSep 2023
Total AUM$157.9M
Discretionary$148.7M
Non-Disc.$9.3M
Employees3
Clients3
DateMar 2023
Total AUM$157.9M
Discretionary$148.7M
Non-Disc.$9.3M
Employees3
Clients3
DateMar 2022
Total AUM$182M
Discretionary$171.4M
Non-Disc.$10.6M
Employees3
Clients3
DateMar 2021
Total AUM$180.2M
Discretionary$168.7M
Non-Disc.$11.5M
Employees3
Clients2
DateJun 2020
Total AUM$168.4M
Discretionary$157.7M
Non-Disc.$10.8M
Employees3
Clients4
DateMar 2020
Total AUM$168.4M
Discretionary$157.7M
Non-Disc.$10.8M
Employees3
Clients4
DateMar 2019
Total AUM$144.2M
Discretionary$120.5M
Non-Disc.$23.7M
Employees3
Clients4
DateMar 2018
Total AUM$154.5M
Discretionary$127.8M
Non-Disc.$26.8M
Employees3
Clients1
DateMar 2017
Total AUM$139M
Discretionary$116.3M
Non-Disc.$22.7M
Employees3
Clients26
DateMar 2016
Total AUM$97.6M
Discretionary$79.7M
Non-Disc.$17.9M
Employees3
Clients26
DateApr 2015
Total AUM$113.6M
Discretionary$59.5M
Non-Disc.$54.1M
Employees3
Clients26
DateMar 2015
Total AUM$113.6M
Discretionary$59.5M
Non-Disc.$54.1M
Employees3
Clients26
DateJul 2014
Total AUM$125.1M
Discretionary$69.9M
Non-Disc.$55.2M
Employees3
Clients26
DateMar 2014
Total AUM$124M
Discretionary$64M
Non-Disc.$60M
Employees4
Clients26
DateJun 2013
Total AUM$117.5M
Discretionary$68.1M
Non-Disc.$49.4M
Employees3
Clients26
DateApr 2013
Total AUM$119.7M
Discretionary$67.3M
Non-Disc.$52.4M
Employees3
Clients26
DateMar 2013
Total AUM$119.7M
Discretionary$67.3M
Non-Disc.$52.4M
Employees3
Clients26