Concierge Private Wealth Management, LLC

Concierge Private Wealth Management, LLC (CRD# 152886) is a financial advisory firm headquartered in Boise, ID. They manage $34,000,000 in 215 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $158,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NV, OR

Financial Advisors at Concierge Private Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard A. Seehawer
CRD#: 4153860
1112 W. Main St. Suite 105, Boise, ID 83702
96
Wealthminder
score

Richard Seehawer (CRD# 4153860) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Boise, ID and has over 18 years of experience in the finance industry. Richard Seehawer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Van E. Carlson
CRD#: 4204780
1112 W. Main St. Suite 105, Boise, ID 83702
93
Wealthminder
score

Van Carlson (CRD# 4204780) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Boise, ID and has over 16 years of experience in the finance industry.

3
Dustin E. Carlson
CRD#: 6134480
1112 W. Main St. Suite 105, Boise, ID 83702
89
Wealthminder
score

Dustin Carlson (CRD# 6134480) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Boise, ID and has over 3 years of experience in the finance industry.

4
Katheryn L. Treasure
CRD#: 6634926
1112 W. Main St. Suite 105, Boise, ID 83702
87
Wealthminder
score

Katheryn Treasure (CRD# 6634926) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Boise, ID and has 1 year of experience in the finance industry.

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