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CONCORD WEALTH PARTNERS
CRD 118643 · SEC 801-79249
955 WEST MAIN STREET, ABINGDON, VA, 24210-2427, United States
Phone
276-628-5910
Fax
276-623-1593
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.07B
Team
20 total employees; 10 advisory reps; 6 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 974 | $323.6M |
| High net worth individuals | 258 | $691.3M |
| Pension/profit sharing plans | 17 | $31.5M |
| Charitable organizations | 5 | $1.9M |
| Other investment advisers | 9 | $1.4M |
| Corporations/business entities | 11 | $20.2M |
States served
AZ, CA, CO, DC, GA, LA, MD, MA, MN, NJ, NY, NC, OH, PA, RI, SC, TN, VA, WV, WI, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.CAVENESSADVISORY.COM
- https://www.facebook.com/ConcordWealth
- HTTPS://WWW.LOPEZWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/LOPEZ-WEALTH-MANAGEMENT-LLC-1581516532079276/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/LOPEZ-WEALTH-MANAGEMENT-GROUP/
- https://www.concordwealthpartners.com
- https://www.custom.concordwealthpartners.com
- https://www.instagram.com/concordcwg/?hl=en
- https://www.youtube.com/channel/UCefPz8pCfQSJQsh60yJzhzw/videos
Official SEC filing: View on IAPD