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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2014
- Office Locations
- 1
Office Locations
About Concentus Wealth Advisors
Concentus Wealth Advisors is a fiduciary RIA serving successful families—often in a maturing life stage—and entrepreneurs with comprehensive wealth planning. The team integrates financial and investment planning, tax and estate coordination, charitable strategies, and insurance considerations, building portfolios primarily with diversified funds and ETFs. Custody is supported through Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIK ORTLIEB STRID
Managing Member, Principal
- CRD
- #2332826
- Ownership
- 50% but less than 75%
PAUL FLICK STRID
Chief Compliance Officer, Managing Partner, Principal
- CRD
- #4718044
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Andrew John Brewster
Director
- CRD
- #7417919
Paige E Deasy
--
- CRD
- #7519964
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,048,655,414 | $384,969 |
| Non-Discretionary | $28,662,472 | $530,787 |
| Total | $1,077,317,886 | $387,803 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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