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-managed RIA formed as an LLC and registered with the SEC since 2014. The firm positions itself as a capital allocator that serves both individual/family clients and institutional or business clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it also performs manager selection for third-party advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and commission-based options. Concentus is not an active ESG investor, and it lists a broker-dealer affiliation among its industry ties. The firm was named to Forbes’ America’s Top RIA Firms list 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 1PAUL STRID
CEO, Founding PrincipalCRD 4718044
Contacts
3 of 8Patrick 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 54Active vs passive
$867M in ETFs
86%
$743M
13%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $217M | 8,648,946 | 25.04% |
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
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