CONCURRENT WEALTH MANAGEMENT

CONCURRENT WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser (CRD 293564). Regulatory assets under management: $10.1M.

Registration

• CRD: 293564
• Type: Registered investment adviser
• Location: 11111 KATY FREEWAY, HOUSTON, TX, 77079
• Phone: 832-744-1176
• Latest filing: 2025-12-17
• Regulatory AUM: $10.1M
• Discretionary AUM: $10.1M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search