$197.1M Total AUM
$185.8M Disc. AUM
-- 3Y CAGR
4 Employees
56 ADV. Clients
13 yrs Firm Age
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- Custodian
- JP Morgan ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- PathwayMatrix unison +more
- Established Date
- 08-08-2012
- Office Locations
- 2
Office Locations
37 Main Street Suite 1 Concord MA
-- Chelmsford MA
About Concordia Wealth Management, LLC
Concordia Wealth Management (MA) provides customized wealth planning with an investment management add-on, plus college-planning support through SAGE Tuition Rewards (guaranteed scholarship points usable at 455+ private colleges) tied to implemented investments. Portfolios emphasize ETFs and investment-grade fixed income; serves individuals and business owners. Custody includes JPMorgan and Morgan Stanley.
Team overview
-- AVG AGE
$98.6M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
12.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Horizon optima Focus Oak Momentum Harbor value Eagle value
Client Personas
Matrix Element fusion
Custodian
Radial summit Atlas Ridge Delta Unison legacy Atlas element Meridian ridge
Fund Managers
Vital catalyst
Investment Themes
Insight ridge Prime foundation Frontier atlas
Investment Vehicles
Value signal
Platform
Value optima Quantum meridian
Services
Bridge radial Meridian crest Peak Signal Alpha Signal Meridian fusion Delta Oak
Technology
Pathway Bridge timber Signal element
Owner & Executives
R
ROBERT RODRIGUEZ
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2051214
- Ownership
- 75% or more
(967) 380-6861
crest.crest@legacycapital.com
in linkedin.com/in/horizon-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
J
JAMES PATRICK DARON
Investment Manager
- CRD
- #6424663
(871) 393-6674
frontier.matrix@valuecapital.com
in linkedin.com/in/zenith-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,814,405 | $1,804,023 |
| Non-Discretionary | $11,297,868 | $869,067 |
| Total | $197,112,273 | $1,699,244 |
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Separately Managed Accounts
Total SMA Asset: $197,112,273
Equity - Exchange:
16.1% Corporate - Investment Grade:
18.2% Cash:
26.1% Municipal Bonds:
6.8% Other:
23.5% Corporate - Non-Investment Grade:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $409,706,638 | 16.1% |
| Corporate - Investment Grade | $463,146,635 | 18.2% |
| Cash | $664,182,811 | 26.1% |
| Municipal Bonds | $173,043,798 | 6.8% |
| Other | $598,019,006 | 23.5% |
| Corporate - Non-Investment Grade | $236,662,841 | 9.3% |
| Total | $2,544,761,729 | 100.0% |