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CONCORD WEALTH PARTNERS

ABINGDON, VA · CRD 118643 · IAPD ↗ · cavenessadvisory.com · 276-628-5910

$1.07BRegulatory AUM
10Advisory reps
20Employees
6Clients
251-500Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — CONCORD WEALTH PARTNERS notice-filed in AZ, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — CONCORD WEALTH PARTNERS crossed $1B in regulatory AUM ($946.0M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
April 2025 — CONCORD WEALTH PARTNERS changed its website from custom.concordwealthpartners.com to cavenessadvisory.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2025 — CONCORD WEALTH PARTNERS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
April 2024 — CONCORD WEALTH PARTNERS changed its website from lopezwealth.com to custom.concordwealthpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — CONCORD WEALTH PARTNERS notice-filed in LA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — CONCORD WEALTH PARTNERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.