Data / Investment advisers / Pennsylvania / Concentus Wealth Advisors
Concentus Wealth Advisors, Newtown Square, PA: $1.1 billion AUM, SEC registered investment adviser
Concentus Wealth Advisors is an SEC registered investment adviser with its main office in Newtown Square, Pennsylvania and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170052
- SEC file number
- 801-79182
- SEC status
- Approved, effective February 19, 2014
- Legal name
- Strid Group, LLC
- Main office
- 3803 West Chester Pike Suite 225, Newtown Square, PA 19073
- Phone
- (610) 994-9190
- Website
- vimeo.com
- Regulatory AUM
- $1,077,317,886 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $1,048,655,414
- Non discretionary AUM
- $28,662,472
- Accounts
- 2,778
- Employees
- 12, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 183 | $1.00 billion |
| Individuals (other than high net worth individuals) | 158 | $53.8 million |
| Pension and profit sharing plans | 1 | $21.1 million |
| Charitable organizations | 2 | $497,023 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.08 billion | March 20, 2026 |
| December 1, 2025 | $899.1 million | July 1, 2025 |
Other advisers in Newtown Square
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alpha Architect | Newtown Square | $13.50 billion | Not listed | adviserinfo.sec.gov |
| Graham Partners, LLC | Newtown Square | $5.00 billion | 32 | adviserinfo.sec.gov |
| Logan Capital Management, Inc. | Newtown Square | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Newsquare Capital, LLC | Newtown Square | $2.39 billion | Not listed | adviserinfo.sec.gov |
| Equus Capital Partners, LTD. | Newtown Square | $1.74 billion | 9 | adviserinfo.sec.gov |
| Almanack Investment Partners | Newtown Square | $945.9 million | 5 | adviserinfo.sec.gov |
| Archean Capital Partners II, L.L.C. | Newtown Square | $527.8 million | 2 | adviserinfo.sec.gov |
| Cambrian Capital Management, L.L.C. | Newtown Square | $343.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown Square, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Concentus Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.