Concierge Private Wealth Management, LLC

Concierge Private Wealth Management, LLC (CRD# 152886) is a financial advisory firm headquartered in Meridian, ID. They manage $1,530,000 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 99, Meridian, ID 83646
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $61,200
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, ID, OR

Financial Advisors at Concierge Private Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dustin Carlson, financial advisor Meridian ID
Dustin E. Carlson
CRD#: 6134480
Meridian, ID

Dustin Carlson (CRD# 6134480) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Meridian, ID and has over 9 years of experience in the finance industry.

2
Van Carlson, financial advisor Meridian ID
Van E. Carlson
CRD#: 4204780
Meridian, ID

Van Carlson (CRD# 4204780) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Meridian, ID and has over 22 years of experience in the finance industry.

3
Richard Seehawer, financial advisor Boise ID
Richard A. Seehawer
CRD#: 4153860
1112 W. Main St. Suite 105, Boise, ID 83702

Richard Seehawer (CRD# 4153860) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Boise, ID and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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