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CONCENTRUM WEALTH MANAGEMENT
Legal name: CONCENTRUM WEALTH MANAGEMENT, INC.
CRD 167151File 801-77888
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$986.8M
Above cohort median (national)
Discretionary AUM
$982.8M
Non-discretionary $4.0M
Clients
420
1,546 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 19, 2013
- Principal office
- 353 PIERCY ROAD, SAN JOSE, CA, 95138
- Phone
- 408-840-4030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $986.8M
- Discretionary AUM
- $982.8M
- Non-discretionary AUM
- $4.0M
- Discretionary accounts
- 1,543
- Non-discretionary accounts
- 3
- Total accounts
- 1,546
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $29.1M |
| Charitable organizations | Fewer than 5 | $617K |
| High net worth individuals | 179 | $812.1M |
| Pension and profit sharing plans | 28 | $71.6M |
| Individuals (other than high net worth individuals) | 202 | $73.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.