Concentus Wealth Advisors

Trust Score 86%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Concentus Wealth Advisors, federally registered in 2014, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 6 advisors. Concentus Wealth Advisors manages $477.7 million and provides investment advisory services for 235 clients (1:40 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $714,285
Average Client Balance $2,032,680
Hybrid Advisor Yes
Disciplinary History No
Total AUM $477.7 million
Advisor / Client Ratio 1:40
Headquarters King OF Prussia, PA
SEC Filings Forms and Brochures    (CRD # 170052)
State(s) Registered CA, FL, NJ, NY, PA, TX

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