Firm profile

CONCENTUS WEALTH ADVISORS

NEWTOWN SQUARE, PACRD 170052Latest ADV March 20, 2026

Concentus Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown Square, PA. Its latest Form ADV filing, dated March 20, 2026, reports $1.1B in regulatory assets under management, 12 employees, and 2,778 accounts.

Assets Under Management
$1.1B
Employees
12
Offices
--
Total Clients
344
Primary office
NEWTOWN SQUARE, PA
3803 WEST CHESTER PIKE, SUITE 225, NEWTOWN SQUARE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOPaul F. Strid

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
183
2
Individuals
45.9%
158
3
Charitable
0.6%
2
4
Pension Plans
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 20, 2026
Discretionary97.3%
$1.0B
97% of total RAUM97.3%
Non-discretionary2.7%
$29M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts2,778
10Y AUM Change+$641M (+147.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee29:1
10Y Employee Change+4 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.