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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ECKLER, LAUREE, A. CAMERON | I | MANAGING DIRECTOR, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ECKLER, LAUREE, A. CAMERON | I | MANAGING DIRECTOR, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ECKLER, LAUREE, A. CAMERON | I | MANAGING DIRECTOR, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ECKLER, LAUREE, A. CAMERON | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | Control |
| RODRIGUEZ, ROBERT | I | SOLE MEMBER, PARTNER AND MANAGING MEMBER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | SOLE MEMBER, PARTNER AND MANAGING MEMBER | E | Control |
| RODRIGUEZ, ROBERT | I | SOLE MEMBER, PARTNER AND MANAGING MEMBER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | PARTNER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| RODRIGUEZ, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (3)
MA NY TX
Address
37 MAIN STREETSUITE 1
CONCORD, MA 01742
United States
Phone: (978) 371-7044