Concordia Wealth Management, LLC

CRD 164278 · Concord, MA · $197.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 164278
SEC number: 801-77860
Firm type: RIA
Assets under management: $197.1M as of Mar 16, 2026
Website: Not yet retrieved from the source record
Phone: (978) 371-7044
Address: 37 Main Street, Concord, MA, 01742

Advisors at this firm

2 in our index · page 1 of 1

James Patrick DaronCRD 6424663 · Chelmsford, MA

IA Registered
Robert RodriguezCRD 2051214 · Concord, MA

IA Registered

Source & corrections

Where this page comes from

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