DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Concentus Wealth Advisors
Legal name Strid Group, LLC
Latest filing Mar 20, 2026
First filing on the tape Jan 31, 2014 · 28 filings
SEC status approved since Feb 19, 2014
RAUM
$1.1B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
98%
$1.1B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$120M
derived; firm RAUM over IAPD count
Employees
12
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$1.1B as of Mar 20, 2026
Feb 18, 2015$420M then
HNW client RAUM$1.0B as of Mar 20, 2026
Mar 12, 2018$462M then
State-registered IARs (5.B.3)9 as of Mar 20, 2026
Feb 18, 20156 then
Employees (5.A)12 as of Mar 20, 2026
Feb 18, 20158 then
Private funds: no history
RAUM +20% over the last fiscal year+15% a year over threeIARs 7 to 9
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
- RAUM per advisor
- $120MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.5MderivedHNW RAUM over HNW clients
- Average account
- $387,803derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.9%derived
- Compensation
- percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $74.9MreportedItem 5.I
- Custody
- $97.6M, 90 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B93%
- Individuals$53.8M5.0%
- Pension and profit-sharing plans$21.1M2.0%
- Charitable organizations$497,0230.0%
- Individual clients
- 158reported
- HNW clients
- 183reported
- Pension plan clients
- 1reported
- Charitable clients
- 2reported
- Accounts
- 2,778reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $97.6M for 90 clientsreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Thomas GrecoCertified Financial Planner | Newtown Square, Pa | Feb 19, 2014 | 23 y | 1 |
| Paul Flick Strid | Newtown Square, Pa | Feb 19, 2014 | 22 y | 1 |
| Nathan Josiah HaywardCertified Financial Planner, Chartered Financial Consultant | Newtown Square, Pa | Feb 19, 2014 | 19 y | 1 |
| Erik Ortlieb StridCertified Financial Planner, Chartered Financial Consultant | Newtown Square, Pa | Feb 20, 2014 | 33 y | 2 |
| Patrick JohnsonCertified Financial Planner, Chartered Financial Consultant | Newtown Square, Pa | May 7, 2021 | 10 y | 0 |
| John Alfred LiberatoreCertified Financial Planner | Newtown Square, Pa | Jun 22, 2022 | 9 y | 0 |
| Andrew John Brewster | Newtown Square, Pa | Apr 20, 2023 | 15 y | 2 |
| Paige E Deasy | Newtown Square, Pa | Aug 13, 2025 | 10 y | 2 |
| Garrett Charles Roach | Newtown Square, Pa | Dec 5, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Bryan Daniel Dalesandro to Riversedge AdvisorsOct 30, 2023 · RIA to RIA
Joined, latest
- Paige E Deasy from Alliancebernstein L.P.Aug 13, 2025 · Other
- Andrew John Brewster from Gkfo, LLCApr 20, 2023 · RIA to RIA
- Bryan Daniel Dalesandro from Cms Fund Advisers, LLCNov 3, 2014 · Other
- Erik Ortlieb Strid from Wells Fargo AdvisorsFeb 20, 2014 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Thomas Greco from Wells Fargo AdvisorsFeb 19, 2014 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Paul Flick Strid from Wells Fargo AdvisorsFeb 19, 2014 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Nathan Josiah Hayward from Wells Fargo AdvisorsFeb 19, 2014 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ortlieb Erik Strid · Managing Membercontrolsince 02/2014 · owns 50% to 75%
- Flick Paul Strid · Managing Partner & Chief Compliance Officercontrolsince 02/2014 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newtown Square, Pa · principal | 9 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2,578 to 2,778Jul 1, 2025 to Mar 20, 2026
- Advisory employees · 7 to 9Jul 1, 2025 to Mar 20, 2026
- HNW clients · 201 to 183Jul 1, 2025 to Mar 20, 2026
- Individual clients · 118 to 158Jul 1, 2025 to Mar 20, 2026
- Assets in custody · $64.2M to $97.6MJul 1, 2025 to Mar 20, 2026
- Employees · 11 to 12Jul 1, 2025 to Mar 20, 2026
- State-registered IARs · 7 to 9Jul 1, 2025 to Mar 20, 2026
- Discretionary RAUM · $868M to $1.0BJul 1, 2025 to Mar 20, 2026
- HNW RAUM · $849M to $1.0BJul 1, 2025 to Mar 20, 2026
- Individual RAUM · $31.9M to $53.8MJul 1, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $30.8M to $28.7MJul 1, 2025 to Mar 20, 2026
- Pension RAUM · $17.7M to $21.1MJul 1, 2025 to Mar 20, 2026
- RAUM · $899M to $1.1BJul 1, 2025 to Mar 20, 2026
- Commission compensation · false to trueMar 18, 2025 to Jul 1, 2025
- Financial planning clients · 0 to 0Mar 18, 2025 to Jul 1, 2025
- Accounts · 2,337 to 2,578Aug 28, 2024 to Mar 18, 2025
- HNW clients · 190 to 201Aug 28, 2024 to Mar 18, 2025
- Individual clients · 107 to 118Aug 28, 2024 to Mar 18, 2025
- Assets in custody · $48.8M to $64.2MAug 28, 2024 to Mar 18, 2025
- Employees · 10 to 11Aug 28, 2024 to Mar 18, 2025
- Discretionary RAUM · $773M to $868MAug 28, 2024 to Mar 18, 2025
- HNW RAUM · $757M to $849MAug 28, 2024 to Mar 18, 2025
- Individual RAUM · $27.4M to $31.9MAug 28, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $27.0M to $30.8MAug 28, 2024 to Mar 18, 2025
- Pension RAUM · $15.0M to $17.7MAug 28, 2024 to Mar 18, 2025
- RAUM · $800M to $899MAug 28, 2024 to Mar 18, 2025
- Accounts · 2,232 to 2,337Feb 20, 2023 to Mar 27, 2024
- Charity clients · unset to 2.0Feb 20, 2023 to Mar 27, 2024
- HNW clients · 174 to 190Feb 20, 2023 to Mar 27, 2024
- Individual clients · 105 to 107Feb 20, 2023 to Mar 27, 2024
- Pension plan clients · unset to 1.0Feb 20, 2023 to Mar 27, 2024
- Assets in custody · $39.0M to $48.8MFeb 20, 2023 to Mar 27, 2024
- Custody of client assets · false to trueFeb 20, 2023 to Mar 27, 2024
- Employees · 12 to 10Feb 20, 2023 to Mar 27, 2024
- Discretionary RAUM · $679M to $773MFeb 20, 2023 to Mar 27, 2024
- HNW RAUM · $657M to $757MFeb 20, 2023 to Mar 27, 2024
- Individual RAUM · $29.0M to $27.4MFeb 20, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $21.0M to $27.0MFeb 20, 2023 to Mar 27, 2024
- Pension RAUM · $13.0M to $15.0MFeb 20, 2023 to Mar 27, 2024
- RAUM · $700M to $800MFeb 20, 2023 to Mar 27, 2024
Signals
2 dated events
- Bryan Daniel Dalesandro left Concentus Wealth Advisors for Riversedge Advisors (registered 2024-01-02)Oct 30, 2023 · Advisor changed firm · fact
- Strid Wealth Management, Llc filed its initial SEC registration (Form ADV)Jan 31, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Concentus Wealth Advisors · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- info@concentus.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 610-964-9190reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 610-994-9190reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/concentus-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- concentus.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (610) 994-9190reportedpublic record, Form ADV, Mar 20, 2026
- Contact form
- concentus.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- concentus.com/about/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $120Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026