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CONCURRENT WEALTH MANAGEMENT
CONCURRENT FINANCIAL PLANNING CENTER, LLC
CRD 293564
11111 KATY FREEWAY, SUITE 910, HOUSTON, TX, 77079, United States
Phone
832-744-1176
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.1M
Discretionary AUM
$10.1M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $7.0M |
All web addresses on file
- HTTPS://TWITTER.COM/DRPRESTONCHERRY
- https://www.facebook.com/concurrentwealth
- HTTPS://WWW.FACEBOOK.COM/DRPRESTONCHERRY
- https://www.instagram.com/drprestoncherry/
- HTTPS://WWW.LINKEDIN.COM/IN/DRPRESTONCHERRY/
- HTTPS://WWW.CONCURRENTFP.COM/
- https://www.linkedin.com/company/concurrentwealth/
- https://www.youtube.com/@drprestoncherry
Official SEC filing: View on IAPD