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Concentrum Wealth Management, Inc.

● SEC registered since 2013CRD 167151SEC# 801-77888San Jose, CA
Export (members)
Reg. AUM
$809.3M
Employees
7
Accounts
1,334
Location
San Jose, CA

Concentrum Wealth Management, Inc. assets under management

Concentrum Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in San Jose, CA. The firm has been registered since 2013. It reports $809.3 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/concentrum-wealth-managementView on SEC.gov ↗

Concentrum Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jay Christopher Fong ControlManaging Member50-75%2013
Jeffery Eric Fong ControlManaging Member50-75%2013
Jonathan G KastingChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Concentrum Wealth Management, Inc. manage?

Concentrum Wealth Management, Inc. reports $809.3 million in regulatory assets under management on its Form ADV.

How many employees does Concentrum Wealth Management, Inc. have?

Concentrum Wealth Management, Inc. reports 7 employees.

Where is Concentrum Wealth Management, Inc. located?

Concentrum Wealth Management, Inc. is based in San Jose, CA and has been SEC-registered since 2013.

Does Concentrum Wealth Management, Inc. disclose fund performance?

Concentrum Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address353 Piercy Road, San Jose, CA 95138
Phone408-840-4030
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1765387
Discloses disciplinary historyNo

Assets under management

Discretionary$806M
Non-discretionary$3.3M
Total (RAUM)$809.3M