RIA Intel›Advisers›Virginia›CONCORD WEALTH PARTNERS

CONCORD WEALTH PARTNERS

Advisory

N·ABINGDON, VA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+16.3%

3-Year CAGR

+23.4%

Employees

10

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,284

Team

Total Employees10

Investment Advisers20

Employee Growth (1Y)-7.7%

Filing History

Total Filings on Record59

First FilingJan 3, 2005

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 59 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CONCORD WEALTH PARTNERS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.