# Concentus Wealth Advisors

Concentus Wealth Advisors is a Bank / Wealth / Trust based in Newtown Square, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newtown Square, United States
- **Region:** North America
- **Address:** Newtown Square, PA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** concentus.com
- **LinkedIn:** https://www.linkedin.com/company/concentus-wealth-advisors

## Regulatory record

- **CRD number:** 170052
- **SEC file number:** 801-79182
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170052

## About

Concentus Wealth Advisors was established in 2014 as a registered investment adviser. It supplies investment advisory services from its Newtown Square base. The firm delivers investment management and portfolio management. Its clients include individuals, high-net-worth individuals, trusts, and corporations. No additional offices or team size figures appear in available records. No dated operational events from the last 24 months are recorded. The firm operates as a conventional wealth manager without disclosed hybrid structures or external fund vehicles.

## Questions

### Who runs investment decisions at Concentus Wealth Advisors?

No named principals or CIO appear in public records.

### Does Concentus Wealth Advisors participate in fund commitments or only direct deals?

Available information shows only advisory and portfolio management services.

## Related profiles

- [Concentrum Wealth Management](https://altss.com/profile/concentrum-wealth-management)
- [Concept Investimentos](https://altss.com/profile/concept-investimentos)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/concentus-wealth-advisors

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