Merchant Wealth Partners is listed as Managing Member at Concurrent Investment Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Concurrent Investment Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Merchant Wealth Partners work?
Merchant Wealth Partners is listed as Managing Member at Concurrent Investment Advisors, LLC on SEC Form ADV.
How much of Concurrent Investment Advisors, LLC does Merchant Wealth Partners own?
Form ADV reports a beneficial ownership band of 25-50%.