Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multi-dimensional providers for our clientele, making certain every aspect of their finances is linked to an overall strategy. The financial advisors at Concentrum Wealth Management will coordinate the financial planning process for you. They will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. Concentrum Wealth Management Inc. is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. The content of this webpage is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Any opinions expressed are current only as of the time made and are subject to change without notice.
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The Concentrum Wealth Management annual revenue was $1 million in 2026.
5 people are employed at Concentrum Wealth Management.
Concentrum Wealth Management is based in San Jose, California.
The NAICS codes for Concentrum Wealth Management are [523, 52393, 5239, 52].
The SIC codes for Concentrum Wealth Management are [628, 62].