Concentus Form CRS2023-04-27T11:45:04-04:00

Concentus – Customer Relationship Summary (Form CRS)

We are pleased to provide the most recent copies of our Client Relationship Summary (Form CRS)

If you would like documents mailed to you free of charge, please let us know.

About Form CRS

On June 5, 2019, the Securities and Exchange Commission adopted Form CRS and new rules, as well as amendments to its forms and rules, under both the Investment Advisers Act of 1940 and the Securities Exchange Act of 1934.

Form CRS and its related rules require SEC-registered investment advisers to deliver to retail investors a brief customer or client relationship summary that provides information about the firm.

The relationship summary is designed to assist retail investors with the process of deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.