Leah Rebecca Bennett

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2024
  Westwood Trust/Westwood Advisers
  Dallas, TX
• 07/2017 → 01/2025
  Westwood Advisors, Llc
  Houston, TX
• 03/2025 → Present
  Concurrent Investment Advisors, Llc
  Houston, TX
• 03/2025 → Present
  Concurrent Asset Management, Llc
  Houston, TX

Previous Registrations

• 2017-07-26 → 2025-01-13
  Westwood Wealth Management
  Houston, TX
  Dallas, TX
• 2013-08-15 → 2016-04-30
  South Texas Money Management, Ltd.
  San Antonio, TX
• 1996-02-06 → 2013-08-01
  Rek Advisors, Inc.
  Houston, TX

Other Businesses

Leah Rebecca Bennett serves as a board member for Elevation Family Partner Foundation Leah Rebecca Bennett Is the Chief Investment Strategist of Concurrent Asset Management, a registered investment advisor under common control with Concurrent Investment Advisors, LLC. Leah Rebecca Bennett serves on the board as chair of the investment committee for the Christus Foundation. She also sits on the finance committee for Artpace. Leah Rebecca Bennett also serves on the Acquisitions Committee of Menil and is a board member of Performing Arts Houston and Totoaid. Concurrent Asset Management; Investment-related: Yes; Houston, TX; Investment Advisor; Chief Investment Strategist; Start Date: 03/2025; Hours per month devoted during trading hours: 20; Hours per month devoted outside trading hours: 0. Elevate Family Partners ;Investment Related? No; 5300 Memorial Drive, Suite 1175, Houston TX 77007; Support Company; Sole Owner;03/10/2025; Hours/mo:  2-5; Hours during trading hours: 0; Support company for advisory production, company is not held out to the public.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-05
• S63 Uniform Securities Agent State Law Examination
  1992-03-03

Designations

• Chartered Financial Analyst

Other Names

• Leah Rebecca Bennett
• Leah R Bennett
• Leah R Friday