Concordia Wealth Management, LLC

Concordia Wealth Management, LLC (CRD# 164278) is a financial advisory firm headquartered in Concord, MA. They manage $97,620,677 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $1,135,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Concordia Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Rodriguez
CRD#: 2051214
37 Main Street, Suite 1, Concord, MA 01742
93
Wealthminder
score

Robert Rodriguez (CRD# 2051214) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 10 years of experience in the finance industry.

2
James P. Daron
CRD#: 6424663
37 Main Street, Suite 1, Concord, MA 01742
88
Wealthminder
score

James Daron (CRD# 6424663) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has 1 year of experience in the finance industry.

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