Concentus Wealth Advisors

Concentus Wealth Advisors (CRD# 170052) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $436,000,000 in 1,530 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    436
    MILLION
  • Total Number of Accounts
    1,530
    ACCOUNTS
  • Average Account Value
    $284,967
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, PA, TX

Financial Advisors at Concentus Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Bryan D. Dalesandro
CRD#: 3222500
1000 Continental Drive, Suite 560, King Of Prussia, PA 19406
96
Wealthminder
score

Bryan Dalesandro (CRD# 3222500) is an Investment Advisor Representative working at Concentus Wealth Advisors in King Of Prussia, PA and has over 17 years of experience in the finance industry. Bryan Dalesandro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathan J. Hayward
CRD#: 5203718
1000 Continental Drive, Suite 560, King Of Prussia, PA 19406
96
Wealthminder
score

Nathan Hayward (CRD# 5203718) is an Investment Advisor Representative working at Concentus Wealth Advisors in King Of Prussia, PA and has over 9 years of experience in the finance industry. Nathan Hayward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas J. Greco
CRD#: 4619933
1000 Continental Drive, Suite 560, King Of Prussia, PA 19406
93
Wealthminder
score

Thomas Greco (CRD# 4619933) is an Investment Advisor Representative working at Concentus Wealth Advisors in King Of Prussia, PA and has over 13 years of experience in the finance industry.

4
Paul F. Strid
CRD#: 4718044
1000 Continental Drive, Suite 560, King Of Prussia, PA 19406
93
Wealthminder
score

Paul Strid (CRD# 4718044) is an Investment Advisor Representative working at Concentus Wealth Advisors in King Of Prussia, PA and has over 12 years of experience in the finance industry.

5
Erik O. Strid
CRD#: 2332826
1000 Continental Drive, Suite 560, King Of Prussia, PA 19406
76
Wealthminder
score

Erik Strid (CRD# 2332826) is an Investment Advisor Representative working at Concentus Wealth Advisors in King Of Prussia, PA and has over 23 years of experience in the finance industry. Erik Strid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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