Concordia Wealth Management, LLC

Concordia Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Concord, Massachusetts. On its latest Form ADV, filed November 3, 2026, it reports $197M in regulatory assets under management, 47 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	164278 · SEC file 801-77860
Office	37 Main Street Suite 1 Concord, MA 01742
Phone	(978) 371-7044
Website	Not listed
Regulatory assets under management	$197M ($186M discretionary)
Individual clients	7 non-high-net-worth, 40 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	November 3, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Concord

• Bay Colony Advisors $1.4B
• Monument Group Wealth Advisors, LLC $679M
• Heritage Financial Network, Inc. $85M
• Meeting House Capital, LLC $30M
• Spencer Brook Asset Management, LLC $88M
• Cape Ann Capital, Inc. $193M

See all 7 fee-only advisers in Concord →

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