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CONCENTUS WEALTH ADVISORS

NEWTOWN SQUARE, PA · CRD 170052 · IAPD ↗ · vimeo.com · (610) 994-9190

$1.08BRegulatory AUM
9Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — CONCENTUS WEALTH ADVISORS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — CONCENTUS WEALTH ADVISORS crossed $1B in regulatory AUM ($899.1M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
September 2024 — CONCENTUS WEALTH ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.