CONCORDIA WEALTH MANAGEMENT, LLC

Overview

Concordia Wealth Management, LLC is an independent registered investment adviser that focuses on planning and portfolio management for individuals, families and smaller institutional clients. The firm has operated as an SEC-registered adviser since 2013 and is owned at the individual level. It charges a mix of asset-based fees and fixed-fee engagements and concentrates on customized wealth management rather than proprietary product distribution. Investment activity centers on equity-dominant portfolios and separately managed accounts, with a clear preference for exchange-traded securities as the primary execution vehicle. Concordia is not positioned as an ESG-specialist and does not present itself as a multi-state or pension consultant. Its advisory scope emphasizes financial planning and discretionary portfolio management for individual and small-business clients.

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Public Holdings

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Location & Offices