Concentus Wealth Advisors

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1B

97% of AUM

Avg account

$388K

Accounts

2,778

Employees

Advisory reps

Firm details

Headquarters: Newtown Square, Pennsylvania
CRD number: 170052
Registered since: February 19, 2014
Website: www.concentus.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI93.01%
Individuals4.99%
Pension & Profit Sharing Plans1.95%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Concentus Wealth Advisors is an independent registered investment adviser organized as an LLC that registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional relationships, and its ownership is held by an individual. Service capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of outside advisers. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and commissions. The firm identifies itself as a capital allocator and is not an active ESG investor. Concentus maintains an industry affiliation with a broker-dealer and was recognized by Forbes on its America's Top RIA Firms list in 2023.