CONCORD WEALTH PARTNERS
Latest filing: May 30, 2025 (66 days ago)
AUM
$945,957,742
17% change vs. 1 year ago
23% change vs. 3 years ago
177% change vs. 5 years ago
500% change vs. 10 years ago
Employee Count
15
-17% change vs. 1 year ago
-6% change vs. 3 years ago
36% change vs. 5 years ago
15% change vs. 10 years ago
Main Office
ABINGDON, VA
955 WEST MAIN STREET, ABINGDON, VA, UNITED STATES, 24210-2427
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.9 |
| Non-Discretionary | $0.0 |
| Total | $0.9 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,041 | $0.4 |
| Average Individual AUM | $403,972 | |
| HNW | 200 | $0.4 |
| Average HNW AUM | $2,159,060 | |
| Retail Total | 1,241 | $0.9 |
| Average Retail AUM | $686,823 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.6 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.9 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 34% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 56% | $0.5 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $0.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CONCORD ASSET MANAGEMENT, LLC | $0.5 | 310710 | |
| TERRA REALTY PARTNERS LLC | $0.0 | - | |
| TRAINER, WRIGHT & PATERNO, LLC | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN LOPEZ | ABINGDON | VA | S63|1986-07-11 | CERTIFIED FINANCIAL PLANNER | |||||
| ADAM WAITKEVICH | ABINGDON | VA | S63|2004-05-03|S65|2004-05-11 | ||||||
| JOHN WILSON | ABINGDON | VA | S63|1996-01-22|S65|2003-12-29 | ||||||
| TYLER CAVENESS | ABINGDON | VA | S65|2016-08-12 | ||||||
| DANIEL THORNTON | ABINGDON | VA | S66|2000-09-28 | ||||||
| MARISSA POISSANT | ABINGDON | VA | S66|2007-04-24 | CERTIFIED FINANCIAL PLANNER | |||||
| EDWARD ZYWIEN | ABINGDON | VA | S63|1983-04-13|S65|2005-02-25 | ||||||
| MICHAEL POISSANT | ABINGDON | VA | S66|2008-09-09 | CERTIFIED FINANCIAL PLANNER | |||||
| JONATHAN WEATHERLY | ABINGDON | VA | S66|2004-11-17 | ||||||
| JOSEPH WAITKEVICH | ABINGDON | VA | S65|2021-08-20 | ||||||
| JUSTIN LOPEZ | ABINGDON | VA | S65|2015-12-22 | ||||||
| REBECCA BLEVINS | ABINGDON | VA | S65|2013-06-26 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.9 | $0.0 | 0% | 15 | 0 | 0% |
| 2025-04-21 | $0.9 | $0.0 | 0% | 15 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.1 | 17% | 18 | -3 | -17% |
| 2023-04-04 | $0.7 | $0.3 | 36% | 17 | -2 | -12% |
| 2022-04-01 | $0.8 | $0.2 | 23% | 16 | -1 | -6% |
| 2021-04-05 | $0.4 | $0.5 | 123% | 11 | 4 | 36% |
| 2020-04-01 | $0.3 | $0.6 | 177% | 11 | 4 | 36% |
| 2019-04-01 | $0.3 | $0.7 | 226% | 10 | 5 | 50% |
| 2018-04-02 | $0.3 | $0.7 | 238% | 10 | 5 | 50% |
| 2017-04-01 | $0.2 | $0.8 | 424% | 5 | 10 | 200% |
| 2016-04-01 | $0.2 | $0.8 | 510% | 4 | 11 | 275% |
| 2015-04-01 | $0.2 | $0.8 | 500% | 13 | 2 | 15% |
| 2014-04-01 | $0.1 | $0.8 | 649% | 13 | 2 | 15% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, CA-03/31/2022, CO-03/25/2020, CT-03/31/2022, DC-11/03/2017, FL-11/03/2017, LA-03/26/2024, MA-10/18/2021, MD-11/03/2017, MN-11/21/2022, NC-12/14/2017, NH-03/31/2022, NJ-03/31/2022, NY-12/14/2017, OH-03/25/2020, PA-03/31/2022, RI-03/31/2022, SC-10/26/2016, TN-03/05/2014, TX-03/05/2014, VA-03/05/2014, WA-03/31/2022, WI-03/26/2024, WV-03/25/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV