$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2018
- Office Locations
- 1
Office Locations
11111 Katy Freeway Suite 910 Houston TX
About Concurrent Wealth Management
Concurrent Wealth Management is a Houston-based RIA. The firm has been operating for 8 years. Managing $10.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
40 AVG AGE
$10.1M AVG AUM / ADVISOR
$530.7K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PRESTON DAVID CHERRY
FOUNDER, MANAGING DIRECTOR, Wealth Advisor
- CRD
- #2926829
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,084,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,084,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing