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CONCENTUS WEALTH ADVISORS
STRID GROUP, LLC
CRD 170052 · SEC 801-79182
3803 WEST CHESTER PIKE, SUITE 225, NEWTOWN SQUARE, PA, 19073, United States
Phone
(610) 994-9190
Fax
(610) 964-9190
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.05B
Team
12 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $53.8M |
| High net worth individuals | 183 | $1.00B |
| Pension/profit sharing plans | 1 | $21.1M |
| Charitable organizations | 2 | $497K |
States served
CA, DE, LA, MD, MA, NJ, NY, NC, PA, SC, TX, NH, FL
All web addresses on file
- https://vimeo.com/showcase/concentus
- http://www.concentus.com
- https://www.youtube.com/channel/UCE3ZNeBKKC0JQLoRC6cz07g
- https://www.linkedin.com/company/concentus-wealth-advisors/
- https://www.facebook.com/concentuswealth/
- http://www.empoweredvalues.com
- http://www.exploretosoar.com
- https://www.linkedin.com/in/concentus-wealth-advisors/
- https://www.instagram.com/concentuswealthadvisors/
Official SEC filing: View on IAPD