Concentus Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 170052
- SEC number
- 801-79182
- Firm type
- RIA
- Assets under management
- $1.1B as of Mar 20, 2026
- Website
- vimeo.com/showcase/concentus ↗
- Phone
- (610) 994-9190
- Address
- 3803 West Chester Pike, Newtown Square, PA, 19073
Advisors at this firm
9 in our index · page 1 of 1
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Andrew John BrewsterCRD 7417919 · Newtown Square, PAIA Registered
-
Paige E DeasyCRD 7519964 · Newtown Square, PAIA RegisteredRegistration inactive
-
Thomas GrecoCRD 4619933 · Newtown Square, PAIA Registered
-
Nathan Josiah HaywardCRD 5203718 · Newtown Square, PAIA Registered
-
Patrick JohnsonCRD 7285119 · Newtown Square, PAIA RegisteredRegistration inactive
-
John Alfred LiberatoreCRD 6839925 · Newtown Square, PAIA Registered
-
Garrett Charles RoachCRD 7938717 · Newtown Square, PAIA Registered
-
Erik Ortlieb StridCRD 2332826 · Newtown Square, PAIA RegisteredBrokerDisclosure event(s) on record
-
Paul Flick StridCRD 4718044 · Newtown Square, PAIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 170052 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.