Concentus Wealth Advisors
Financial Services • 
Newtown, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 3803 West Chester Pike, Suite 225, Newtown Square, Pennsylvania 19073, US |
| Phone number | +16109649190 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Wealth Management, Financial Planning, Investment Advisory Services |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
Key Contacts at Concentus Wealth Advisors
Thomas J. Greco
Managing Director At Concentus Wealth Advisors
Nathan Hayward
Managing Director & Shareholder
Christina Care Kearney
Director Of New Client Engagement
Donna Mcnally
Director Of Client Experience
Concentus Wealth Advisors Email Formats
Concentus Wealth Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@concentuswealth.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@concentuswealth.com | 72.7% |
{first name} | john@concentus.com | 18.2% |
{first initial} | j@concentus.com | 9.1% |
About Concentus Wealth Advisors
Concentus Wealth Advisors is a family-focused wealth management firm, serving clients primarily located in the Philadelphia region since 2014. Our team, led by the Strid family, has over 200 years of combined experience in wealth management, offering an uncompromising standard of fiduciary care and unprecedented client service. As a Registered Investment Advisor (RIA), we left behind pervasive conflicts of interest and intentional obscurity and are not bound by the limitations of policies and procedures commonly found at large brokerage and asset management firms. The very definition of “Concentus” is harmony, concord, and agreement – attributes that also set our firm apart from most others. We are fiercely motivated to provide unmatched, innovative wisdom that focuses on integrity, reliability, simplicity, and family. The level of trust we share with our clients is paramount to their success and ours, as we aim to serve as stewards in protecting and growing their rivers of wealth and fostering their financial freedom. We are committed to continuing education and seeking out opportunities to expand our expertise to help our clients establish lasting, meaningful legacies. For more information, visit www.concentus.com.
Concentus Wealth Advisors revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Concentus Wealth Advisors has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Concentus Wealth Advisors has never raised funding before.
Concentus Wealth Advisors Tech Stack
Discover the technologies and tools that power Concentus Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Form builders
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JavaScript libraries
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Maps
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CDN
Marketing automation
Analytics
JavaScript libraries
United Kingdom
Italy
Portugal
Frequently asked questions
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