Concentrum Wealth Management
San Jose, CA·SEC-registered · CRD #167151
Concentrum Wealth Management is an SEC-registered investment advisory firm in San Jose, CA managing $987M across 1.5k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$987M
Client accounts
1.5k
Advisory staff
5
Fee model
Fee-based
How Concentrum Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Concentrum Wealth Management
How much does Concentrum Wealth Management manage?
Per its most recent SEC Form ADV filing (03/24/2026), Concentrum Wealth Management reports $987M in regulatory assets under management across roughly 1.5k client accounts.
How does Concentrum Wealth Management charge?
Concentrum Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Concentrum Wealth Management a fiduciary?
Yes. Concentrum Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #167151), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Concentrum Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Concentrum Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Concentrum Wealth Management's public SEC Form ADV filing (CRD #167151, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Concentrum Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Concentrum Wealth Management? Claim this profile.