# Concentrum Wealth Management

Concentrum Wealth Management is a Bank / Wealth / Trust based in San Jose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** concentrumwealth.com
- **LinkedIn:** https://www.linkedin.com/company/concentrum-wealth-management

## Regulatory record

- **CRD number:** 167151
- **SEC file number:** 801-77888
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167151

## About

Concentrum Wealth Management was established in 2013 as a US-based wealth manager. It delivers investment advisory services, financial planning, and portfolio management. The firm advises individuals, high net worth individuals, pension plans, trusts, and corporations. No additional offices or team size details are available. No dated operational events from the last 24 months are recorded.

## Sectors

- Investment Advisory

## Questions

### What services does Concentrum Wealth Management provide?

It provides investment advisory services, financial planning, and portfolio management.

### Which clients does Concentrum Wealth Management advise?

It advises individuals, high net worth individuals, pension plans, trusts, and corporations.

## Related profiles

- [Concentric Rockford, Inc. Employees' Pension Plan](https://altss.com/profile/concentric-rockford-inc-employees-pension-plan)
- [Concentus Wealth Advisors](https://altss.com/profile/concentus-wealth-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/concentrum-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology