# Concurrent Wealth Management

> 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.

- CRD: 293564
- Filed as: CONCURRENT WEALTH MANAGEMENT
- Legal name: Concurrent Financial Planning Center, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293564
- AdvisorCensus page: https://advisorcensus.com/firm/concurrent-wealth-management-houston-tx-293564

## Quick answers

**How 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

### Compensation (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)

### Regulatory assets under management (Item 5.F)
- Total: $12,600,300
- Discretionary: $12,600,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $7,000,000 |
| High net worth individuals | Fewer than 5 | $5,600,300 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- concurrentfp.com
- Facebook @DRPRESTONCHERRY
- Facebook @concurrentwealth
- Instagram @drprestoncherry
- LinkedIn @DRPRESTONCHERRY
- LinkedIn @concurrentwealth
- X @DRPRESTONCHERRY
- YouTube @drprestoncherry

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $10,084,000 to $12,600,300 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concurrent Wealth Management (CRD 293564): Form ADV filing data as of October 2026.