Concord Wealth Partners
Firm details
- Headquarters
- Abingdon, Virginia
- CRD number
- 118643
- Registered since
- March 5, 2014
- Website
- concordwealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.62%
- Individuals30.25%
- Pension & Profit Sharing Plans2.95%
- Corporations / Businesses1.89%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Concord Wealth Partners, LLC is an independent registered investment adviser that has been SEC-registered since 2014. The firm acts as a capital allocator for both individuals/families and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and third‑party manager selection. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Concord identifies as an active ESG investor and maintains professional links with other advisers, accountants, and real estate brokers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
2 of 2
Justin Lopez
Founder & CEOCRD 6082374
Gary Aiken
Chief Investment OfficerCRD 5966206
Contacts
3 of 9
Tyler Caveness
Founder & Principal AdvisorCRD 6709664
Marissa Klaers
Wealth AdvisorCRD 5293025
Jonathan Lopez
PartnerCRD 1534582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 404Active vs passive
$757M in ETFs
74%
$559M
25%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $39M | 774,332 | 5.16% |
Location
Abingdon, VA
Washington
Location
Abingdon, VA
Headquartered in Abingdon, VA, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 955 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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