Concentus Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,055,765,775
Clients
341
Advisors
9
of 12 employees
About
Concentus Wealth Advisors works with individuals (including high‑net‑worth clients), trusts, retirement plans and business entities to provide discretionary investment management, ongoing guidance, and financial planning and consulting. The firm also offers private wealth and family‑office style planning modules and may recommend third‑party money managers for portions of client portfolios.
Concentus provides continuous supervision of client accounts across bonds, equities, ETFs, mutual funds and alternative investments, generally avoiding market timing and adjusting cash levels as appropriate. The firm gathers client information through interviews and questionnaires, allows reasonable account restrictions, and tailors strategies for special situations such as low‑basis stock, stock options, legacy holdings and complex tax or corporate matters.
Several operational features set the firm apart from many peers: certain supervised persons are registered representatives who may sell commissionable securities through Purshe Kaplan Sterling Investments, a broker‑dealer, and the firm discloses that such commissionable sales can present conflicts of interest. Concentus also discloses that it is a wrap‑fee program sponsor (not offered to new clients since 2017), has a business relationship and a revenue‑sale agreement with Dynasty (including a note to Dynasty Capital Strategies), and maintains a structured custody and service relationship with Charles Schwab that provides operational and research services to the firm.
Client services
Expertise
Occupation focus
Fee options
Flat fees for ongoing guidance/planning: $2,500 to $20,000 (Private Wealth Management) and Custom for Family Office
Commissions from sale of securities through PKS broker-dealer
Minimum fee: Minimum quarterly fee of $625 Fee-only: Financial planning & consulting minimum flat fee of $5,000
Main office
3803 West Chester Pike, Suite 225
Newtown Square PA 19073
Advisors at this office
9
Most active in
California · Delaware · Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas
Also doing business as
Concentus Wealth Advisors · Strid Group, LLC · Strid Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John L
CFP®, Series 65
Newtown Square, PA
Concentus Wealth Advisors
John Liberatore is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Concentus Wealth Advisors, LLC since 2016. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning and oversees client accounts across various asset classes while tailoring strategies for complex tax and corporate matters.
Erik S
CFP®, ChFC®, Series 63, Series 65
Newtown Square, PA
Concentus Wealth Advisors
Erik Strid is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Concentus Wealth Advisors. He has been with Concentus and Purshe Kaplan Sterling Investments since 2014. Strid is also the author of two books, *Clarity* and *Explorers*, and serves as a trustee for the J Wood Platt Scholarship fund. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering investment management, financial planning, and consulting services. The firm emphasizes continuous portfolio supervision with diversified allocations and employs multiple analysis methods alongside long-term and short-term trading strategies tailored to client-specific needs.
Nathan H
CFP®, ChFC®, Series 66
Newtown Square, PA
Concentus Wealth Advisors
Nathan Hayward is a CFP® and ChFC® with 19 years of experience in financial advisory. He has been with Concentus Wealth Advisors since 2014, where he serves as a client relationship manager. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified and multi-method investment approach, offering discretionary portfolio management and customized planning modules across tax, estate, insurance, debt, and retirement areas.
Patrick J
CFP®, ChFC®, Series 63, Series 65
Newtown Square, PA
Concentus Wealth Advisors
Patrick Johnson is a CFP® and ChFC® affiliated with Concentus Wealth Advisors, bringing six years of industry experience. Prior to joining Concentus in 2021, he held roles at The Vanguard Group and DoorDash, as well as various positions connected to Temple University. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities with discretionary investment management, financial planning, and consulting. The firm provides tailored strategies and continuous account supervision across a range of asset classes, offering private wealth and family-office style planning.
Paul S
Series 66
Newtown Square, PA
Concentus Wealth Advisors
Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.
Paige D
Series 66
Newtown Square, PA
Concentus Wealth Advisors
Paige Deasy is a financial advisor at Concentus Wealth Advisors with two years of industry experience. She holds the Series 66 designation and has worked previously at Bernstein Private Wealth and Morgan Stanley. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning, supervises diverse asset classes, and customizes strategies for complex financial situations.
Andrew B
Series 65
Newtown Square, PA
Concentus Wealth Advisors
Andrew Brewster is a financial advisor at Concentus Wealth Advisors in Newtown Square, PA, holding a Series 65 license with five years of industry experience. He has previously worked at Forefront Analytics and GKFO, LLC. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm focuses on continuous supervision of client accounts across various asset classes and offers tailored strategies for complex financial situations.
Garrett R
Series 63, Series 65
Newtown Square, PA
Concentus Wealth Advisors
Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.
Thomas G
CFP®, Series 63, Series 66
Newtown Square, PA
Concentus Wealth Advisors
Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.
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