Concord Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

118643

SEC number

801-79249

Firm type

RIA

Assets under management

$1.1B as of Mar 14, 2026

Website

www.cavenessadvisory.com ↗

Phone

276-628-5910

Address

955 West Main Street, Abingdon, VA, 24210-2427

Advisors at this firm

10 in our index · page 1 of 1

• Gary Neil AikenCRD 5966206 · Fairfax, VA
  IA Registered
• Bryan Cody AndersonCRD 7063690 · Abingdon, VA
  IA RegisteredRegistration inactive
• Rebecca Michelle BlevinsCRD 6191164 · Rockville, MD
  IA Registered
• Tyler Daniel CavenessCRD 6709664 · Roanoke, VA
  IA Registered
• Marissa Mccleary KlaersCRD 5293025 · Oakdale, MN
  IA RegisteredBroker
• Jonathan Wade LopezCRD 1534582 · Abingdon, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Justin Wade LopezCRD 6082374 · Abingdon, VA
  IA Registered
• Daniel Thomas ThorntonCRD 4253668 · Abingdon, VA
  IA RegisteredRegistration inactive
• Adam Anthony WaitkevichCRD 4735172 · Worcester, MA
  IA RegisteredRegistration inactive
• Edward Joseph ZywienCRD 1081139 · Worcester, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.