# Concordia Wealth Planning, LLC

> Concordia Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 304639
- Filed as: CONCORDIA WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304639
- AdvisorCensus page: https://advisorcensus.com/firm/concordia-wealth-planning-llc-304639

## Quick answers

**How is Concordia Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Concordia Wealth Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Concordia Wealth Planning, LLC registered with the SEC or a state?**
Concordia Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304639.

**How much does Concordia Wealth Planning, LLC manage?**
Concordia Wealth Planning, LLC reports $45,396,482 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**What types of clients does Concordia Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (15).

**Does Concordia Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304639

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,396,482
- Discretionary: $45,396,482
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $14,488,124 |
| High net worth individuals | 15 | $29,139,864 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,667,532 |
| Charitable organizations | Fewer than 5 | $100,962 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, OH, PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [concordiawp.com](https://concordiawp.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concordia Wealth Planning, LLC (CRD 304639): Form ADV filing data as of October 2026.