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Concordia Wealth Planning, LLC

Concordia Wealth Planning, LLC. CRD 304639

Concordia Wealth Planning, LLC logo

CRD: 304639

Concordia Wealth Planning, LLC

Powell, OH
6148811500
www.concordiawp.com
$45.4M Total AUM
$45.4M Disc. AUM
-- 3Y CAGR
4 Employees
94 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
MatrixVector radial +more
Established Date
07-03-2019
Office Locations
4

Office Locations

6556 Valley OAK DR Powell OH
-- Dublin OH
-- Elmhurst IL

About Concordia Wealth Planning, LLC

Concordia Wealth Planning is an Ohio-based RIA providing customized wealth planning with an optional investment management add-on, including financial, tax/estate, insurance, and college planning for individuals and business owners. Portfolios may use ETFs and mutual funds and can be custodied at Charles Schwab. Differentiator: SAGE Tuition Rewards points toward scholarships at 455+ private colleges.

Team overview

37 AVG AGE
$11.3M AVG AUM / ADVISOR
$482.9K AVG AUM / CLIENT
4.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age

Insights

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Accredited Investors

Wave Foundation

Asset Classes

Pathway matrix Peak Eagle frontier Ember quantum Alpha unison Frontier optima Vertex Prime Unison Atlas peak Insight fusion

Client Personas

Insight element

Custodian

Value Summit ridge Catalyst Ridge Delta crest Ember peak Vector

Fund Managers

Value element

Investment Themes

Unison Legacy Timber Insight foundation

Investment Vehicles

Beacon Element eagle Alpha

Platform

Atlas Meridian fusion

Services

Bridge Zenith foundation Pathway value Capital summit North Pioneer Value Vital vertex Matrix Crest

Technology

Peak quantum Alpha signal Vertex value

Owner & Executives

Jordan Michael Acer

Jordan Michael Acer

Certified Financial Planner, PARTNER, WEALTH PLANNER

CRD
#5590975
Ownership
25% but less than 50%
(255) 744-1807
zenith.glacier@vitalcapital.com
in linkedin.com/in/wave-legacy
C

CHRISTIAN HVIID

Chief Investment Officer, PARTNER

CRD
#4073439
Ownership
25% but less than 50%
(975) 978-4382
ridge.meridian@horizoncapital.com
in linkedin.com/in/atlas-signal
Q

Quantum north

Meridian matrix

CRD
#98741
Ownership
16.8%
(862) 675-9090
matrix.crest@wavecapital.com
in linkedin.com/in/ridge-north

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Contacts

N

Nathan Conrad Parkins

--

CRD
#7199079
(437) 490-8656
peak.harbor@catalystcapital.com
in linkedin.com/in/frontier-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $45,396,482 --
Non-Discretionary $0 --
Total $45,396,482 --

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Separately Managed Accounts

Total SMA Asset: $45,396,482

$45.4M Total SMA
Public Funds:
10.0%
Equity - Exchange:
36.8%
U.S. Government/Agency:
10.3%
Corporate - Investment Grade:
8.6%
Municipal Bonds:
34.3%
Asset class Assets Assets %
Public Funds $313,154,422 10.0%
Equity - Exchange $1,152,408,271 36.8%
U.S. Government/Agency $322,549,054 10.3%
Corporate - Investment Grade $269,312,803 8.6%
Municipal Bonds $1,074,119,666 34.3%
Total $3,131,544,216 100.0%

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