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CONCIERGE FINANCIAL ADVISOR LLC

Advisory

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in FL

#1,710

of 2,610 advisers by AUM

Average account

$2M

across 26 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$40M

Discretionary %

100%

Clients

9

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BALLESTAS ADVISORS, LLC

MIAMI, FL

$40M

OMKARA CAPITAL LLC

$40M

LENTZ WEALTH ADVISORS, LLC

GAINESVILLE, FL

$40M

FPC SERVICES, INCORPORATED

TAMPA, FL

$40M

+48.8% 1Y

HARDER MANAGEMENT COMPANY, INC.

$41M

-1.8% 1Y

WENNING INVESTMENTS, LLC

$40M

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