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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 1, 2025 and March 20, 2026, reported AUM increased 19.8%, from $899.1M to $1.1B.
Across 5 reported observations, AUM increased 35.6% between March 8, 2022 and March 20, 2026, from $794.8M to $1.1B.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 9 advisory representatives and 344 clients, or 38.2 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Concentus Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Wealth Advisor
- 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
SMA allocation detail is available
Concentus Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Concentus Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.