Company Overview
- Headquarters
- 1000 Continental Dr, 1000 Continental Dr, King of Prussia, PENNSYL, King of Prussia PA
- Website
- concentuswealth.com
- Phone
- (610) 994-9190
- Employees
- 4
- Founded in
- 2014
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Concentus Wealth Advisors
Concentus Wealth Advisors is a family-owned wealth management firm based in King of Prussia, Pennsylvania. The company, founded in 2014, employs 4 people. Concentus Wealth Advisors specializes in providing wealth management services to families located primarily in the Philadelphia region. The firm distinguishes itself by acting as a Registered Investment Advisor (RIA), allowing them to operate free from perceived conflicts of interest often found within larger brokerage and asset management firms. The firm emphasizes a client-centric approach, stressing the importance of integrity, reliability, simplicity, and family in their wealth management strategies. They aim to build strong relationships with their clients, acting as stewards in protecting and growing their assets to achieve financial freedom and lasting legacies. For more information, please visit www.concentus.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |