ria

Wealth Care

CRD: 125799

In PWD coverage since October 1, 2026 · 7 stories

$669MRegulatory AUMSEC Form ADV · Oct 3

3EmployeesForm ADV

4Deals on our tracker

-3Talent net · 12 months0 in · 3 out

Observed recruiting events · 12 monthsOn the wire →

Net -3 · 0 incoming events · 3 outgoing events

Arrivals

None tracked.

Departures

Oct 2 · to HB Wealth

Oct 2 · to HB Wealth

Oct 2 · to HB Wealth

Oct 2, 26Deal announcedHB Wealth · $700M — coverage

Sep 29, 26Deal closedHB Wealth · $700M — coverage

Sep 29, 26Deal closedHB Wealth · $700 — coverage

Sep 29, 25Deal closedHB Wealth · $700M

PWD coverage

Deals & PE

Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.