CONCORDIA WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $197.1M |
| Discretionary | $185.8M94% of AUM |
| Non-Discretionary | $11.3M |
| Client Accounts | 116 |
| Avg Account Size | $1.7M |
| Employees | 4 |
| Peak AUM | $197.1MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $197M | +4.5% | +7.7% | +1.8% | |
| Discretionary AUM | $186M | ||||
Key Metrics
| Total AUM | $197.1M |
| Discretionary | $185.8M |
| Employees | 4 |
| Client Accounts | 116 |
| Client Range | 51-100 |
Contact & Location
Address
37 MAIN STREET
CONCORD MA 01742
Phone
(978) 371-7044
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$186M
94.3% of AUM
Non-Discretionary
$11M
5.7% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported