CONCORD WEALTH PARTNERS
CRD #118643 SEC #801-79249 ABINGDON, VA 276-628-5910
SEC Registered
Total AUM
$946M
Discretionary
$946M
Employees
15
Clients
251
Accounts
3,264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $946M | $946M | $0 | 15 | 0 |
| May 2025 | $946M | $946M | $0 | 15 | 0 |
| Apr 2025 | $946M | $946M | $0 | 15 | 0 |
| Mar 2025 | $946M | $946M | $0 | 15 | 0 |
| Nov 2024 | $806.6M | $806.6M | $0 | 18 | 4 |
| Jul 2024 | $806.6M | $806.6M | $0 | 18 | 4 |
| Apr 2024 | $806.6M | $806.6M | $0 | 18 | 4 |
| Mar 2024 | $806.6M | $806.6M | $0 | 18 | 4 |
| Oct 2023 | $693.8M | $693.4M | $392.1K | 17 | 0 |
| Sep 2023 | $693.8M | $693.4M | $392.1K | 17 | 0 |
| Sep 2023 | $693.8M | $693.4M | $392.1K | 17 | 0 |
| Sep 2023 | $693.8M | $693.4M | $392.1K | 17 | 0 |
| Jul 2023 | $693.8M | $693.4M | $392.1K | 17 | 0 |
| Jul 2023 | $693.8M | $693.4M | $392.1K | 17 | 0 |
| Mar 2023 | $693.8M | $693.4M | $392.1K | 17 | 0 |
| Dec 2022 | $770.1M | $770.1M | $0 | 16 | 0 |
| Dec 2022 | $770.1M | $770.1M | $0 | 16 | 0 |
| Nov 2022 | $770.1M | $770.1M | $0 | 16 | 0 |
| Mar 2022 | $770.1M | $770.1M | $0 | 16 | 0 |
| Nov 2021 | $423.9M | $421.9M | $2M | 11 | 0 |
| Oct 2021 | $423.9M | $421.9M | $2M | 11 | 0 |
| Mar 2021 | $423.9M | $421.9M | $2M | 11 | 0 |
| Dec 2020 | $341.9M | $341.9M | $0 | 11 | 11 |
| Jun 2020 | $341.9M | $341.9M | $0 | 11 | 11 |
| Mar 2020 | $341.9M | $341.9M | $0 | 11 | 11 |
| Oct 2019 | $290.2M | $278.9M | $11.4M | 10 | 11 |
| Jul 2019 | $290.2M | $278.9M | $11.4M | 10 | 11 |
| Mar 2019 | $290.2M | $278.9M | $11.4M | 10 | 11 |
| Feb 2018 | $279.6M | $279.6M | $0 | 10 | 11 |
| Dec 2017 | $180.7M | $180.7M | $0 | 7 | 10 |
| Nov 2017 | $180.7M | $180.7M | $0 | 7 | 10 |
| Oct 2017 | $180.7M | $180.7M | $0 | 4 | 10 |
| Sep 2017 | $180.7M | $180.7M | $0 | 4 | 400 |
| Mar 2017 | $180.7M | $180.7M | $0 | 5 | 400 |
| Oct 2016 | $155M | $155M | $0 | 4 | 400 |
| Oct 2016 | $155M | $155M | $0 | 4 | 400 |
| Aug 2016 | $155M | $155M | $0 | 4 | 400 |
| Mar 2016 | $155M | $155M | $0 | 4 | 400 |
| Dec 2015 | $157.7M | $134.1M | $23.6M | 12 | 305 |
| Apr 2015 | $157.7M | $134.1M | $23.6M | 12 | 305 |
| Feb 2015 | $157.7M | $134.1M | $23.6M | 13 | 305 |
| Dec 2014 | $126.3M | $108.5M | $17.8M | 13 | 305 |
| Aug 2014 | $126.3M | $108.5M | $17.8M | 13 | 305 |
| Jul 2014 | $126.3M | $108.5M | $17.8M | 13 | 305 |
| Apr 2014 | $126.3M | $108.5M | $17.8M | 13 | 305 |
| Feb 2014 | $126.3M | $108.5M | $17.8M | 13 | 305 |
| Jul 2012 | $54.5M | $37.7M | $16.8M | 6 | 200 |
| May 2012 | $54.5M | $37.7M | $16.8M | 6 | 200 |
| Feb 2012 | $54.5M | $37.7M | $16.8M | 6 | 200 |
| Feb 2012 | $54.5M | $37.7M | $16.8M | 6 | 200 |
| Feb 2012 | $54.5M | $37.7M | $16.8M | 6 | 200 |
| Apr 2011 | $46.2M | $30.4M | $15.8M | 10 | -- |
| Mar 2010 | $44.2M | $44.2M | $0 | 10 | -- |
| Mar 2007 | $28.6M | $0 | $28.6M | 5 | -- |
| Feb 2006 | $28.6M | $0 | $28.6M | 5 | -- |
| Jan 2005 | $28.6M | $0 | $28.6M | 5 | -- |
DateOct 2025
Total AUM$946M
Discretionary$946M
Non-Disc.$0
Employees15
Clients0
DateMay 2025
Total AUM$946M
Discretionary$946M
Non-Disc.$0
Employees15
Clients0
DateApr 2025
Total AUM$946M
Discretionary$946M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$946M
Discretionary$946M
Non-Disc.$0
Employees15
Clients0
DateNov 2024
Total AUM$806.6M
Discretionary$806.6M
Non-Disc.$0
Employees18
Clients4
DateJul 2024
Total AUM$806.6M
Discretionary$806.6M
Non-Disc.$0
Employees18
Clients4
DateApr 2024
Total AUM$806.6M
Discretionary$806.6M
Non-Disc.$0
Employees18
Clients4
DateMar 2024
Total AUM$806.6M
Discretionary$806.6M
Non-Disc.$0
Employees18
Clients4
DateOct 2023
Total AUM$693.8M
Discretionary$693.4M
Non-Disc.$392.1K
Employees17
Clients0
DateSep 2023
Total AUM$693.8M
Discretionary$693.4M
Non-Disc.$392.1K
Employees17
Clients0
DateSep 2023
Total AUM$693.8M
Discretionary$693.4M
Non-Disc.$392.1K
Employees17
Clients0
DateSep 2023
Total AUM$693.8M
Discretionary$693.4M
Non-Disc.$392.1K
Employees17
Clients0
DateJul 2023
Total AUM$693.8M
Discretionary$693.4M
Non-Disc.$392.1K
Employees17
Clients0
DateJul 2023
Total AUM$693.8M
Discretionary$693.4M
Non-Disc.$392.1K
Employees17
Clients0
DateMar 2023
Total AUM$693.8M
Discretionary$693.4M
Non-Disc.$392.1K
Employees17
Clients0
DateDec 2022
Total AUM$770.1M
Discretionary$770.1M
Non-Disc.$0
Employees16
Clients0
DateDec 2022
Total AUM$770.1M
Discretionary$770.1M
Non-Disc.$0
Employees16
Clients0
DateNov 2022
Total AUM$770.1M
Discretionary$770.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$770.1M
Discretionary$770.1M
Non-Disc.$0
Employees16
Clients0
DateNov 2021
Total AUM$423.9M
Discretionary$421.9M
Non-Disc.$2M
Employees11
Clients0
DateOct 2021
Total AUM$423.9M
Discretionary$421.9M
Non-Disc.$2M
Employees11
Clients0
DateMar 2021
Total AUM$423.9M
Discretionary$421.9M
Non-Disc.$2M
Employees11
Clients0
DateDec 2020
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees11
Clients11
DateJun 2020
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees11
Clients11
DateMar 2020
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees11
Clients11
DateOct 2019
Total AUM$290.2M
Discretionary$278.9M
Non-Disc.$11.4M
Employees10
Clients11
DateJul 2019
Total AUM$290.2M
Discretionary$278.9M
Non-Disc.$11.4M
Employees10
Clients11
DateMar 2019
Total AUM$290.2M
Discretionary$278.9M
Non-Disc.$11.4M
Employees10
Clients11
DateFeb 2018
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees10
Clients11
DateDec 2017
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees7
Clients10
DateNov 2017
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees7
Clients10
DateOct 2017
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees4
Clients10
DateSep 2017
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees4
Clients400
DateMar 2017
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees5
Clients400
DateOct 2016
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees4
Clients400
DateOct 2016
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees4
Clients400
DateAug 2016
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees4
Clients400
DateDec 2015
Total AUM$157.7M
Discretionary$134.1M
Non-Disc.$23.6M
Employees12
Clients305
DateApr 2015
Total AUM$157.7M
Discretionary$134.1M
Non-Disc.$23.6M
Employees12
Clients305
DateFeb 2015
Total AUM$157.7M
Discretionary$134.1M
Non-Disc.$23.6M
Employees13
Clients305
DateDec 2014
Total AUM$126.3M
Discretionary$108.5M
Non-Disc.$17.8M
Employees13
Clients305
DateAug 2014
Total AUM$126.3M
Discretionary$108.5M
Non-Disc.$17.8M
Employees13
Clients305
DateJul 2014
Total AUM$126.3M
Discretionary$108.5M
Non-Disc.$17.8M
Employees13
Clients305
DateApr 2014
Total AUM$126.3M
Discretionary$108.5M
Non-Disc.$17.8M
Employees13
Clients305
DateFeb 2014
Total AUM$126.3M
Discretionary$108.5M
Non-Disc.$17.8M
Employees13
Clients305
DateJul 2012
Total AUM$54.5M
Discretionary$37.7M
Non-Disc.$16.8M
Employees6
Clients200
DateMay 2012
Total AUM$54.5M
Discretionary$37.7M
Non-Disc.$16.8M
Employees6
Clients200
DateFeb 2012
Total AUM$54.5M
Discretionary$37.7M
Non-Disc.$16.8M
Employees6
Clients200
DateFeb 2012
Total AUM$54.5M
Discretionary$37.7M
Non-Disc.$16.8M
Employees6
Clients200
DateFeb 2012
Total AUM$54.5M
Discretionary$37.7M
Non-Disc.$16.8M
Employees6
Clients200
DateApr 2011
Total AUM$46.2M
Discretionary$30.4M
Non-Disc.$15.8M
Employees10
Clients--
DateMar 2010
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$28.6M
Discretionary$0
Non-Disc.$28.6M
Employees5
Clients--
DateFeb 2006
Total AUM$28.6M
Discretionary$0
Non-Disc.$28.6M
Employees5
Clients--
DateJan 2005
Total AUM$28.6M
Discretionary$0
Non-Disc.$28.6M
Employees5
Clients--