Concentus Wealth Advisors

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1B
97% of AUM
Avg account
$388K
Accounts
2,778
Employees
12
Advisory reps
9

Firm details

Headquarters
Newtown Square, Pennsylvania
CRD number
170052
Registered since
February 19, 2014
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

FINTRX

Overview

Concentus Wealth Advisors is an independent registered investment adviser organized as an LLC that registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional relationships, and its ownership is held by an individual. Service capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of outside advisers. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and commissions. The firm identifies itself as a capital allocator and is not an active ESG investor. Concentus maintains an industry affiliation with a broker-dealer and was recognized by Forbes on its America's Top RIA Firms list in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 5%, Other 5%, Exchange Traded Equities 4%, US Government Bonds 1%, Private Funds 1%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents5%
  • Other5%
  • Exchange Traded Equities4%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$974M in ETFs

Passive

83%

$810M

Active

15%

$165M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)SchwabPassiveLarge Blend$251M8,570,42425.78%

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth