CW
CONCORD WEALTH PARTNERS
SEC RegisteredABINGDON, VAhttps://cavenessadvisory.com276-628-5910
Assets Under Management
$1B–$5B
Employees
20
Office Locations
7 offices
Total Accounts
3273
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 974 | $324M |
| High Net Worth Individuals | 258 | $691M |
| Charitable Organizations | 17 | $32M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 9 | — |
6 total clients reported on Form ADV.
Leadership
Jonathan Wade Lopez
PRINCIPAL/DIRECTOR
Llc Lopez Wealth Management Group
MANAGING MEMBER
Jonathan Wade Lopez
MANAGING MEMBER
Jonathan Robert Weatherly
CHIEF COMPLIANCE OFFICER
Office locations
7 offices in 4 states
VA
ABINGDONHQ
VA
ROANOKE
MD
ROCKVILLE
MA
WORCESTER
MN
WOODBURY
VA
CHARLOTTESVILLE
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#118643
SEC Number
801-79249
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
cavenessadvisory.comPhone
276-628-5910Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONCORD WEALTH PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.