Concentrum Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in San Jose, CA. Its latest Form ADV filing, dated March 24, 2026, reports $987M in regulatory assets under management, 7 employees, 2 offices, and 1,546 accounts.
Top client segmentIndividuals represent 48.1% of total clients.
Top client categories% of clientsClients
1
Individuals
48.1%
202
2
HNWI
42.6%
179
3
Pension Plans
6.7%
28
4
Corporations
2.1%
9
5
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$987Mas of March 24, 2026
Discretionary99.6%
$983M
100% of total RAUM99.6%
Non-discretionary0.4%
$4M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$987M
Total Accounts1,546
10Y AUM Change+$822M (+499.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee60:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.