What departments does Concentus Wealth Advisors have?

Concentus Wealth Advisors has employees across 3 departments including Operations, Finance, Consultant.

What is the largest department at Concentus Wealth Advisors?

The largest department at Concentus Wealth Advisors is Operations with 1 employees.

Where are Concentus Wealth Advisors employees located globally?

Concentus Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Concentus Wealth Advisors's team size changed over time?

Concentus Wealth Advisors's team has remained stable from approximately 14 to 14 employees based on available data.

Concentus Wealth Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Concentus Wealth Advisors is a registered investment adviser and wealth management firm serving families in the Philadelphia region since 2014. Based in Newtown Square, Pennsylvania, the practice operates with an independent model intended to minimize conflicts common to larger brokerages. Led by the Strid family, the team combines more than two centuries of experience to deliver fiduciary-focused guidance and reliable client service.

The firm emphasizes education and aims to help clients protect and grow their wealth while pursuing meaningful financial legacies. In 2023, Forbes recognized Concentus as a Top RIA Firm, ranking it #17 in Pennsylvania.

Concentus Wealth Advisors Global Highlights

North America
21

United States Of America
21

Concentus Wealth Advisors's Leadership

T. J. G.
Managing Director At Concentus Wealth Advisors
Mobile Phone
Email
A. B.
Director Of Operations
Mobile Phone
Email
C. C. K.
Director Of New Client Engagement
Mobile Phone
Email
B. D.
Director Of Financial Planning
Mobile Phone
Email
P. J.
Senior Wealth Advisor
Mobile Phone
Email
G. S.
Founding Principal
Mobile Phone
Email
P. J. C.
Senior Associate
Mobile Phone
Email

Concentus Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other
Analytics

Contact profiles from Concentus Wealth Advisors

Name

Title

Contact

Location

Last Update

T. J. G.
Managing Director At Concentus Wealth Advisors
Mobile Phone
Email
Jun 28, 2026
A. B.
Director Of Operations
Mobile Phone
Email
Jul 01, 2026
C. C. K.
Director Of New Client Engagement
Mobile Phone
Email
Aug 06, 2026
B. D.
Director Of Financial Planning
Mobile Phone
Email
Oct 23, 2024
P. J.
Senior Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
G. S.
Founding Principal
Mobile Phone
Email
Jul 08, 2026
P. J. C.
Senior Associate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Concentus Wealth Advisors known for?

Concentus Wealth Advisors was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-610-994-****

. Explore Concentus Wealth Advisors's company overview page for more information.

What is Concentus Wealth Advisors's most common email format?

Concentus Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Concentus Wealth Advisors email formats with LeadIQ.

How many employees does Concentus Wealth Advisors have currently?

Concentus Wealth Advisors has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Concentus Wealth Advisors's key employees and leadership?

As of July 2026, Concentus Wealth Advisors's key employees include:

Managing Director At Concentus Wealth Advisors: T. J. G.
Director Of Operations: A. B.
Director Of New Client Engagement: C. C. K.
Director Of Financial Planning: B. D.
Senior Wealth Advisor: P. J.

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Concentus Wealth Advisors Employee Directory

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Concentus Wealth Advisors Global Highlights

North America
21

Concentus Wealth Advisors's Leadership

Concentus Wealth Advisors Employee Metrics

Contact profiles from Concentus Wealth Advisors

Frequently Asked Questions

What is Concentus Wealth Advisors known for?

What is Concentus Wealth Advisors's most common email format?

How many employees does Concentus Wealth Advisors have currently?

Who are Concentus Wealth Advisors's key employees and leadership?

Everything for prospecting,
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What you can expect from LeadIQ:

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Concentus Wealth Advisors Employee Directory

Find Concentus Wealth Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Concentus Wealth Advisors Global Highlights

North America21

Concentus Wealth Advisors's Leadership

Concentus Wealth Advisors Employee Metrics

Contact profiles from Concentus Wealth Advisors

Frequently Asked Questions

What is Concentus Wealth Advisors known for?

What is Concentus Wealth Advisors's most common email format?

How many employees does Concentus Wealth Advisors have currently?

Who are Concentus Wealth Advisors's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
21

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