Key facts
- CONCENTUS WEALTH ADVISORS is a other based in NEWTOWN SQUARE, PA.
- CONCENTUS WEALTH ADVISORS reports $1.6M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 170052- Regulatory AUM
- $1.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- NEWTOWN SQUARE, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STRID GROUP, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CONCENTUS WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CONCENTUS WEALTH ADVISORS's AUM?
- CONCENTUS WEALTH ADVISORS manages approximately $1.6M in assets.