| Name | Title | Ownership | Since |
|---|---|---|---|
| Concord Wealth Holdings, LLC Control | Managing Member | Over 75% | 2006 |
| Gary Neil Aiken Control | Chief Investment Officer | Under 5% | 2022 |
| Jonathan Robert Weatherly Control | Chief Compliance Officer | Under 5% | 2015 |
Concord Wealth Partners reports $946 million in regulatory assets under management on its Form ADV.
Concord Wealth Partners reports 15 employees.
Concord Wealth Partners is based in Abingdon, VA and has been SEC-registered since 2014.
Concord Wealth Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 955 West Main Street, Abingdon, VA 24210-2427 |
| Phone | 276-628-5910 |
| Fax | 276-623-1593 |
| Office hours | 8:00 a.m. -5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1814214 |
| Discloses disciplinary history | No |
| Discretionary | $946M |
| Non-discretionary | $0 |
| Total (RAUM) | $946M |