CONCURRENT WEALTH MANAGEMENT

Overview

Concurrent Wealth Management is a small, independent registered investment adviser organized as a limited liability company and owner-operated. The firm serves individual and family clients with a mix of financial planning, portfolio management, periodic publications and educational workshops. Its business model is flexible on fees — offering percentage-of-AUM billing alongside hourly, subscription and fixed-fee arrangements — which supports both traditional asset management relationships and advice-only or planning-first engagements. Investment activity centers on publicly traded equities, with a clear equity preference across client portfolios. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its advisory scope and communication activities (newsletters, seminars) indicate an emphasis on client education and ongoing relationship management rather than institutional or multi-state plan consulting.

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Public Holdings

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Location & Offices