# Concurrent Wealth Management

Concurrent Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/drprestoncherry

## Regulatory record

- **CRD number:** 293564
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293564

## About

Concurrent Wealth Management is a state-registered investment adviser in Houston, TX. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is known about Concurrent Wealth Management's leadership?

No named principals or executives have been publicly identified for Concurrent Wealth Management. The firm's leadership structure is not disclosed.

### Does Concurrent Wealth Management have a public website or LinkedIn profile?

Neither a public website nor a LinkedIn profile has been found for Concurrent Wealth Management. The firm does not appear to maintain a public digital presence.

### What is Concurrent Wealth Management's regulatory status?

Concurrent Wealth Management is registered as an investment adviser with the U.S. Securities and Exchange Commission. No public disciplinary history is available.

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Last updated: 2026-08-14T12:30:00.000Z

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