# CONCORD WEALTH PARTNERS

CONCORD WEALTH PARTNERS of ABINGDON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 118643
- Type: SEC-registered investment adviser
- SEC file number: 801-79249
- Location: 955 WEST MAIN STREET, ABINGDON, VA, 24210-2427
- Phone: 276-628-5910
- Latest filing: 2026-03-14
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 20
- Accounts: 3,273

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Wade Lopez | PRESIDENT | — |
| Jonathan Robert Weatherly | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| Gary Neil Aiken | CHIEF INVESTMENT OFFICER | — |
| LOPEZ JONATHAN WADE | CHIEF COMPLIANCE OFFICER (CCO); MANAGING MEMBER; PRESIDENT (+2 more) | — |
| JONES DAVID THOMAS | CHIEF COMPLIANCE OFFICER (CCO) | — |
| WEATHERLY JONATHAN ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| AIKEN GARY NEIL | CHIEF INVESTMENT OFFICER | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WORCESTER | MA | 4 | (508) 719-8510 |
| WORCESTER | MA | 4 | (508) 719-8510 |
| CHARLOTTESVILLE | VA | 1 | 434 226 2651 |
| — | — | 1 | (276) 628-5910 |
| ROANOKE | VA | 1 | 540-469-5121 |
| ROCKVILLE | MD | 1 | 301-984-4451 |
| WOODBURY | MN | 1 | 651-401-1607 |
| CHARLOTTESVILLE | VA | 1 | 434 226 2651 |
| — | — | 1 | (276) 628-5910 |
| ROCKVILLE | MD | 1 | 301-984-4451 |
| ROANOKE | VA | 1 | 540-469-5121 |
| WOODBURY | MN | 1 | 651-401-1607 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118643/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118643/similar
- Related entities: https://search.stillhousedata.com/firm/118643/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118643

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.