CONCENTUS WEALTH ADVISORS

3803 West Chester Pike
Suite 225
Newtown Square, Pennsylvania 19073
Tel: (610) 994-9190

About CONCENTUS WEALTH ADVISORS

CONCENTUS WEALTH ADVISORS, formally registered with the SEC as CONCENTUS WEALTH ADVISORS. The firm was established in 02/19/2014. They have over 1 offices throughout the country.

CONCENTUS WEALTH ADVISORS is a Newtown Square, Pennsylvania based Financial Planning firm with nearly $799,939,434 assets under management, offering retirement planning & investment advisory services to 2337 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170052
SEC#	801-79182
Assets Managed by Firm	$799,939,434
No. of Clients	2337
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2337	$799,939,434
Individuals (other than high net worth individuals)	107	$27,446,671
High net worth individuals	190	$756,611,241
Pension and profit sharing plans	1	$14,955,467
Charitable organizations	2	$926,055

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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