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Concannon Wealth Management, LLC (Bethlehem)


Concannon Wealth Management, LLC is a large advisory firm based in Bethlehem. It manages $419.29 million of regulatory assets for 930 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, Maryland, and 8 other states.

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Concannon Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Concannon Wealth Management: assets under management

The assets under management (AUM) of Concannon Wealth Management, LLC is $419.29 million. The firm's AUM has grown by 110% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $417.51 million in discretionary accounts and $1.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $465.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $52.39 thousand.
Concannon Wealth Management has custody of $29.27 million in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Concannon Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethlehem

The principal office where Concannon Wealth Management, LLC performs its advisory services is located at 1525 Valley Center Parkway, Bethlehem, PA 18017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-814-2474 or by fax 610-814-2430. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cwm.us.com.


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