CONCORDIA WEALTH PLANNING, LLC

CONCORDIA WEALTH PLANNING, LLC is an SEC-registered investment adviser (CRD 304639). Regulatory assets under management: $45.4M.

Registration

• CRD: 304639
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304639 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search