Concord Wealth Partners
● SEC registered since 2014CRD 118643SEC# 801-79249Abingdon, VA
Reg. AUM
$1.07B
Employees
20
Accounts
3,273
Location
Abingdon, VA
Concord Wealth Partners assets under management
Concord Wealth Partners is a registered investment adviser overseen by the SEC based in Abingdon, VA. The firm has been registered since 2014. It reports $1.1 billion in regulatory assets under management and employs 20 people.
Concord Wealth Partners owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Concord Wealth Partners manage?
Concord Wealth Partners reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Concord Wealth Partners have?
Concord Wealth Partners reports 20 employees.
Where is Concord Wealth Partners located?
Concord Wealth Partners is based in Abingdon, VA and has been SEC-registered since 2014.
Does Concord Wealth Partners disclose fund performance?
Concord Wealth Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.07B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.07B