SEC Form ADV · CIK 1625800

CONCENTUS WEALTH ADVISORS

Registered Investment AdviserPA
$1.1B
Assets Under Management
2,778
Total Clients
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Registration Details

CIK
1625800
Accession
CRD-170052
Location
NEWTOWN SQUARE, PA
Filing Date
March 20, 2026
AUM
$1.1B
Total Clients
2,778
Amendment
No

About this Adviser

CONCENTUS WEALTH ADVISORS is a registered investment adviser headquartered in NEWTOWN SQUARE, PA, managing approximately $1.1B in assets across 2,778 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.