Concurrent Wealth Management

Overview

Concurrent Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and combines portfolio management with financial planning, periodic publications and in-person educational programming. Its billing model is flexible, incorporating asset‑based fees alongside hourly, subscription and fixed-fee engagements. The firm does not identify as an active ESG investor and is not presented as a multi‑state or pension consultant adviser; it is not structured as a capital allocator in a traditional fund‑of‑funds sense.

Assets & Accounts

Public Holdings

Investments & Alternatives