Concord Wealth Holdings, LLC is listed as Managing Member at Concord Wealth Partners in Abingdon, VA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Concord Wealth Partners
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Concord Wealth Holdings, LLC work?
Concord Wealth Holdings, LLC is listed as Managing Member at Concord Wealth Partners on SEC Form ADV.
How much of Concord Wealth Partners does Concord Wealth Holdings, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.