DBA: CONCENTUS WEALTH ADVISORS
| Total AUM | $1.08B |
| Discretionary | $1.05B97% of AUM |
| Non-Discretionary | $28.7M |
| Client Accounts | 2,778 |
| Avg Account Size | $388K |
| Employees | 12 |
| Peak AUM | $1.08BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +19.8% | +15.0% | +10.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.08B |
| Discretionary | $1.05B |
| Employees | 12 |
| Client Accounts | 2778 |
| Client Range | 0 |
Address
3803 WEST CHESTER PIKE
NEWTOWN SQUARE PA 19073
Phone
(610) 994-9190
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
97.3% of AUM
Non-Discretionary
$29M
2.7% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Custody
Total AUM
$1.1B
| $1.0B |
| +20.8% |
| +15.1% |
| +10.7% |
| Non-Disc. AUM | $29M | 6.9% | +10.6% | +6.8% |
| Total Accounts | 3k | +7.8% | +7.3% | +5.2% |
| Avg Account Size | $387,803.415 | +11.2% | +7.1% | +5.2% |
| Employees | 12 | +9.1% | 0.0% | +5.9% |
| AUM / Employee | $90M | +9.8% | +15.0% | +4.4% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +19.8% | +15.0% | +10.6% | |
| Institutional AUM | $22M | +18.6% | +15.0% | +11.0% | |
Client Count Segments | |||||
| HNW Clients | 158 | +33.9% | +14.2% | +11.9% | |
| Institutional | 3 | 0.0% | — | +8.4% | |
| Individuals | 183 | 9.0% | +1.6% | +3.2% | |