Concentus Wealth Advisors
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
FINTRXOverview
Concentus Wealth Advisors is an independent, owner-operated registered investment adviser that began SEC registration in 2014. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of sub‑advisers. Its fee model is flexible, mixing percentage‑of‑AUM billing with hourly and fixed fees and occasional commissionable arrangements. Concentus does not identify as an active ESG investor and maintains a broker‑dealer affiliation. The firm was named among America's Top RIA Firms by Forbes in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents5%
- Other5%
- Exchange Traded Equities4%
- US Government Bonds1%
Owners & executives
1 of 1
Paul Strid
CEO, Founding PrincipalCRD 4718044
Contacts
3 of 8
Patrick Johnson
Wealth AdvisorCRD 7285119
Thomas Greco
Managing DirectorCRD 4619933
Garrett Roach
Wealth AdvisorCRD 7938717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$956M in ETFs
86%
$819M
13%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $248M | 8,576,683 | 25.99% |
Location
Newtown Square, PA
Delaware
Location
Newtown Square, PA
Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 3803 West Chester Pike
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Almanack Investment Partners
RIANewtown Square, PA
Equus Capital Partners, Ltd.
RIANewtown Square, PA
Archean Capital Partners II, L.L.C.
RIANewtown Square, PA
Newsquare Capital, LLC
RIANewtown Square, PA
Logan Capital Management, Inc.
RIANewtown Square, PA
Cambrian Capital Management, L.L.C.
RIANewtown Square, PA