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CONCORD WEALTH PARTNERS
CRD 118643File 801-79249
APPROVED
Retail clients
Custody
Filing as of Mar 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.07B
Clients
1,274
3,273 accounts
Employees
20
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 5, 2014
- Principal office
- 955 WEST MAIN STREET, ABINGDON, VA, 24210-2427
- Phone
- 276-628-5910
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,273
- Non-discretionary accounts
- 0
- Total accounts
- 3,273
- AUM per client
- $840K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $20.2M |
| Charitable organizations | 5 | $1.9M |
| Other investment advisers | 9 | $1.4M |
| High net worth individuals | 258 | $691.3M |
| Pension and profit sharing plans | 17 | $31.5M |
| Individuals (other than high net worth individuals) | 974 | $323.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 20 | increased by5 |
| Apr 1, 2026 | Clients | 1,284 | 1,274 | decreased by10 |
| Apr 1, 2026 | AUM | $945,957,742 | $1,069,864,356 | increased by$123,906,614 |
| Apr 1, 2026 | Accounts | 3,264 | 3,273 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 15 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,053 | 1,284 | increased by231 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $770,145,460 | $945,957,742 | increased by$175,812,282 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,628 | 3,264 | increased by636 |
| Apr 1, 2022 | Employees | 11 | 16 | increased by5 |
| Apr 1, 2022 | Clients | 568 | 1,053 | increased by485 |
| Apr 1, 2022 | AUM | $423,895,845 | $770,145,460 | increased by$346,249,615 |
| Apr 1, 2022 | Accounts | 1,662 | 2,628 | increased by966 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONCORD WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONCORD WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.