CONCORD WEALTH PARTNERS
SEC file number 801-79249
· ABINGDON, VA
https://concordmonitor.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$806.6M
Discretionary AUM
$806.6M
Employees
18
Clients
4
Firm
- Address
- 955 WEST MAIN STREET
ABINGDON, VA 24210-2427 - Phone
- —
- Website
- https://concordmonitor.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Concord 101, LLC Low name-match confidence · CIK 2131340 · VA
- Concorda, Inc. Low name-match confidence · CIK 2149868 · IL
- Concorde Essential Properties Fund LLC Low name-match confidence · CIK 2094263
- Concord Estero Coconut, LLC Low name-match confidence · CIK 2075684 · FL
- Concord Holdings SPV I, LLC Low name-match confidence · CIK 2149215 · NY
- Concord Houston LLC Low name-match confidence · CIK 2156919 · TX
- Concordia G-10 Fixed Income Relative Value I, L.P. Low name-match confidence · CIK 1541714 · NY
- Concordia G-10 Fixed Income Relative Value, Ltd. Low name-match confidence · CIK 1603897 · NY
- Concordia Municipal Opportunities Master Fund L.P. Low name-match confidence · CIK 1814600 · NY
- Concord Innovation Fund III, LP Low name-match confidence · CIK 2027150 · NJ
- Concord Luxury Storage Partners, LLC Low name-match confidence · CIK 2065268 · CA
- Concord Medical Technology Corp Low name-match confidence · CIK 1963808 · ND
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Concord Houston LLC · D · Sep 24, 2026$1.5M
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Concorda, Inc. · D · Sep 16, 2026
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Concord Holdings SPV I, LLC · D · Aug 20, 2026$2M
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Concord 101, LLC · D · May 5, 2026$8M
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Concordia Municipal Opportunities Master Fund L.P. · D/A · Jan 8, 2026
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Concordia G-10 Fixed Income Relative Value, Ltd. · D/A · Jan 8, 2026
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Concordia G-10 Fixed Income Relative Value I, L.P. · D/A · Jan 8, 2026
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Concord Estero Coconut, LLC · D/A · Jul 23, 2025$3.6M
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Concord Estero Coconut, LLC · D · Jul 2, 2025$3.6M
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Concord Innovation Fund III, LP · D/A · Jun 25, 2025$250M
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Concord Luxury Storage Partners, LLC · D · May 16, 2025$4M
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Concord Medical Technology Corp · D · Feb 13, 2025$17.5K
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Concord Medical Technology Corp · D/A · Jan 14, 2025$17.5K
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Concordia Municipal Opportunities Master Fund L.P. · D/A · Jan 8, 2025
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Concordia G-10 Fixed Income Relative Value, Ltd. · D/A · Jan 8, 2025
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Concordia G-10 Fixed Income Relative Value I, L.P. · D/A · Jan 8, 2025