AdvisorCensus / Financial advisors / Texas / Houston / Concurrent Wealth Management
Concurrent Wealth Management
Filed as CONCURRENT WEALTH MANAGEMENT · Legal name Concurrent Financial Planning Center, LLC
Concurrent Wealth Management is a state-registered investment advisory firm in Houston, TX, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.
Quick answers
From the filingHow is Concurrent Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Concurrent Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Concurrent Wealth Management located?
Concurrent Wealth Management's principal office is in Houston, TX, according to its Form ADV.
Is Concurrent Wealth Management registered with the SEC or a state?
Concurrent Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293564.
How much does Concurrent Wealth Management manage?
Concurrent Wealth Management reports $12,600,300 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).
What types of clients does Concurrent Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).
Does Concurrent Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293564
What changed in Concurrent Wealth Management's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $10,084,000 to $12,600,300 (+25%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$12,600,300 as of October 2026, filing dated September 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Concurrent Financial Planning Center, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2018 (8 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $10,084,000 to $12,600,300 (+25%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Concurrent Wealth Management (CRD 293564): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/concurrent-wealth-management-houston-tx-293564