CONCENTRUM WEALTH MANAGEMENT, INC.
Doing business as CONCENTRUM WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$986,752,839
Discretionary
$982,758,393
Non-discretionary
$3,994,446
Firm details
- CRD number
- 167151
- SEC file number
- 801-77888
- Main office
- SAN JOSE, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.