STRID GROUP, LLC
Legal name: CONCENTUS WEALTH ADVISORS
CRD #170052 SEC #801-79182 NEWTOWN SQUARE, PA (610) 994-9190
SEC Registered
Total AUM
$899.1M
Discretionary
$868.4M
Employees
11
Clients
0
Accounts
2,578
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $899.1M | $868.4M | $30.8M | 11 | 0 |
| Mar 2025 | $899.1M | $868.4M | $30.8M | 11 | 0 |
| Aug 2024 | $799.9M | $773M | $27M | 10 | 0 |
| Mar 2024 | $799.9M | $773M | $27M | 10 | 0 |
| Feb 2023 | $700M | $679M | $21M | 12 | 0 |
| Jan 2023 | $794.8M | $767.2M | $27.6M | 14 | 0 |
| Mar 2022 | $794.8M | $767.2M | $27.6M | 14 | 0 |
| May 2021 | $651.1M | $630.5M | $20.6M | 9 | 0 |
| Mar 2021 | $651.1M | $630.5M | $20.6M | 9 | 0 |
| Jul 2020 | $583.1M | $561.7M | $21.4M | 9 | 0 |
| Jun 2020 | $583.1M | $561.7M | $21.4M | 9 | 0 |
| Mar 2020 | $583.1M | $561.7M | $21.4M | 9 | 0 |
| Mar 2019 | $477.7M | $460.4M | $17.3M | 10 | 1 |
| Mar 2019 | $477.7M | $460.4M | $17.3M | 10 | 1 |
| Mar 2018 | $513.7M | $490.8M | $22.9M | 10 | 1 |
| Oct 2017 | $463.5M | $423.5M | $40M | 9 | 2 |
| Apr 2017 | $465M | $420M | $45M | 9 | 210 |
| Mar 2017 | $436M | $420M | $16M | 8 | 215 |
| Apr 2016 | $436M | $420M | $16M | 8 | 215 |
| Feb 2016 | $436M | $420M | $16M | 8 | 215 |
| Dec 2015 | $420M | $420M | $0 | 8 | 200 |
| Feb 2015 | $420M | $420M | $0 | 8 | 200 |
| Nov 2014 | $400M | $400M | $0 | 7 | 0 |
| Jun 2014 | $400M | $400M | $0 | 6 | 0 |
| Feb 2014 | $0 | $0 | $0 | 6 | 0 |
| Jan 2014 | $0 | $0 | $0 | 6 | 0 |
DateJul 2025
Total AUM$899.1M
Discretionary$868.4M
Non-Disc.$30.8M
Employees11
Clients0
DateMar 2025
Total AUM$899.1M
Discretionary$868.4M
Non-Disc.$30.8M
Employees11
Clients0
DateAug 2024
Total AUM$799.9M
Discretionary$773M
Non-Disc.$27M
Employees10
Clients0
DateMar 2024
Total AUM$799.9M
Discretionary$773M
Non-Disc.$27M
Employees10
Clients0
DateFeb 2023
Total AUM$700M
Discretionary$679M
Non-Disc.$21M
Employees12
Clients0
DateJan 2023
Total AUM$794.8M
Discretionary$767.2M
Non-Disc.$27.6M
Employees14
Clients0
DateMar 2022
Total AUM$794.8M
Discretionary$767.2M
Non-Disc.$27.6M
Employees14
Clients0
DateMay 2021
Total AUM$651.1M
Discretionary$630.5M
Non-Disc.$20.6M
Employees9
Clients0
DateMar 2021
Total AUM$651.1M
Discretionary$630.5M
Non-Disc.$20.6M
Employees9
Clients0
DateJul 2020
Total AUM$583.1M
Discretionary$561.7M
Non-Disc.$21.4M
Employees9
Clients0
DateJun 2020
Total AUM$583.1M
Discretionary$561.7M
Non-Disc.$21.4M
Employees9
Clients0
DateMar 2020
Total AUM$583.1M
Discretionary$561.7M
Non-Disc.$21.4M
Employees9
Clients0
DateMar 2019
Total AUM$477.7M
Discretionary$460.4M
Non-Disc.$17.3M
Employees10
Clients1
DateMar 2019
Total AUM$477.7M
Discretionary$460.4M
Non-Disc.$17.3M
Employees10
Clients1
DateMar 2018
Total AUM$513.7M
Discretionary$490.8M
Non-Disc.$22.9M
Employees10
Clients1
DateOct 2017
Total AUM$463.5M
Discretionary$423.5M
Non-Disc.$40M
Employees9
Clients2
DateApr 2017
Total AUM$465M
Discretionary$420M
Non-Disc.$45M
Employees9
Clients210
DateMar 2017
Total AUM$436M
Discretionary$420M
Non-Disc.$16M
Employees8
Clients215
DateApr 2016
Total AUM$436M
Discretionary$420M
Non-Disc.$16M
Employees8
Clients215
DateFeb 2016
Total AUM$436M
Discretionary$420M
Non-Disc.$16M
Employees8
Clients215
DateDec 2015
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees8
Clients200
DateFeb 2015
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees8
Clients200
DateNov 2014
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees7
Clients0
DateJun 2014
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees6
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0