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CONCENTRUM WEALTH MANAGEMENT
CONCENTRUM WEALTH MANAGEMENT, INC.
CRD 167151 · SEC 801-77888
353 PIERCY ROAD, SAN JOSE, CA, 95138, United States
Phone
408-840-4030
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$986.8M
Discretionary AUM
$982.8M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $73.3M |
| High net worth individuals | 179 | $812.1M |
| Pension/profit sharing plans | 28 | $71.6M |
| Charitable organizations | 2 | $617K |
| Corporations/business entities | 9 | $29.1M |
States served
AZ, CA, NV, NC, OR, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD