LeadIQ logo
Learn more at LeadIQ.com
Concentus Wealth Advisors logo

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.

Find Concentus Wealth Advisors employees' phone numbers or email addresses

Concentus Wealth Advisors Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Concentus Wealth Advisors's Leadership

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

Concentus Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Other
  • Accounting

Contact profiles from Concentus Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Managing Director At Concentus Wealth Advisors at Concentus Wealth Advisors
    T. J. G.
    Managing Director At Concentus Wealth Advisors
    Mobile Phone
    Aug 20, 2026
  • Director Of Operations at Concentus Wealth Advisors
    A. B.
    Director Of Operations
    Mobile Phone
    Sep 02, 2026
  • Director Of New Client Engagement at Concentus Wealth Advisors
    C. C. K.
    Director Of New Client Engagement
    Mobile Phone
    Sep 14, 2026
  • Director Of Financial Planning at Concentus Wealth Advisors
    B. D.
    Director Of Financial Planning
    Mobile Phone
    Oct 23, 2024
  • Senior Wealth Advisor at Concentus Wealth Advisors
    P. J.
    Senior Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Founding Principal at Concentus Wealth Advisors
    G. S.
    Founding Principal
    Mobile Phone
    Aug 31, 2026
  • Senior Associate at Concentus Wealth Advisors
    P. J. C.
    Senior Associate
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Concentus Wealth Advisors known for?

Minus sign iconPlus sign iconConcentus Wealth Advisors was founded in 2014 and operates in the Financial Services industry. You can contact Concentus Wealth Advisors's 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?

Minus sign iconPlus sign iconConcentus Wealth Advisors employees' email format typically follows the pattern of First@concentus.com. 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?

Minus sign iconPlus sign iconConcentus Wealth Advisors has approximately 15 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.