# CONCORDIA WEALTH PLANNING, LLC

CONCORDIA WEALTH PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304639
- Type: SEC-registered investment adviser
- Phone: (614) 881-1500
- Latest filing: 2026-07-23
- Regulatory AUM: $45.4M
- Discretionary AUM: $45.4M
- Clients: 4
- Accounts: 140

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304639/similar
- Related entities: https://search.stillhousedata.com/firm/304639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304639

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.