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CONCORDIA WEALTH PLANNING, LLC

CRD 304639

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$55.9M

Discretionary AUM

$55.9M

Team

4 total employees; 4 advisory reps; 14 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals65$14.5M
High net worth individuals15$29.1M
Pension/profit sharing plans11$12.1M

All web addresses on file

Official SEC filing: View on IAPD