SEC Form ADV · CIK 1765387

CONCENTRUM WEALTH MANAGEMENT

Registered Investment AdviserCA
$986.8M
Assets Under Management
1,546
Total Clients
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Registration Details

CIK
1765387
Accession
CRD-167151
Location
SAN JOSE, CA
Filing Date
March 24, 2026
AUM
$986.8M
Total Clients
1,546
Amendment
No

About this Adviser

CONCENTRUM WEALTH MANAGEMENT is a registered investment adviser headquartered in SAN JOSE, CA, managing approximately $986.8M in assets across 1,546 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.