MW
Mitchell O. Weeks
CONCURRENT INVESTMENT ADVISORS
Bellevue, WA 98005
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CRD#: 8177456
MW
Mitchell Oyer WeeksCONCURRENT INVESTMENT ADVISORS
Professional summary
Mitchell Oyer Weeks, who also goes by Mitch Weeks, Mitchell Weeks, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Bellevue, Washington.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Mitchell has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Mitch Weeks | Mitchell Weeks
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Alden Capital Management; Investment Related: Yes; 310 120th Ave Northeast, Ste 200, Bellevue WA 98005; Support company/DBA; Non Owner; Wealth Planning Strategist; 4/14/2026; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services and general business administration is conducted. Fixed Insurance, Investment Related - Yes, 310 120th Ave NE, Ste 200, Bellevue, WA 98005, Start Date 04/14/2026, approximately 1% of hours/month dedicated to this activity. Provide insurance advice based on the needs of clients. Rental Real Estate; Investment Related - No; 755 N 75th St B, Seattle, WA 98103, Start Date 09/21/2018, approximately 1% of hours/month dedicated to this activity. Rental of personally owned property.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Oyer Weeks's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 15, 2026 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 310 120th Ave Ne Suite 200, Bellevue, WA 98005RIA
CRD#: 323135
Bellevue, WA
Past
February 9, 2026 - March 5, 2026
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
BELLEVUE, WA
Past
January 29, 2026 - March 5, 2026
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
BELLEVUE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(4/15/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 1/29/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)Loading...
Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
187
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41,105 |
| AUM (Assets Under Management) | $ 15,727,990,844 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
