STRID GROUP, LLC
DBA: CONCENTUS WEALTH ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +19.8% | +15.0% | +10.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.08B |
| Discretionary | $1.05B |
| Employees | 12 |
| Client Accounts | 2778 |
| Client Range | 0 |
Contact & Location
Address
3803 WEST CHESTER PIKE
NEWTOWN SQUARE PA 19073
Phone
(610) 994-9190
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.0B
97.3% of AUM
Non-Discretionary
$29M
2.7% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-Dealer