Concentric Wealth Management LLC Employee Directory

Q: What is Concentric Wealth Management LLC known for?

Concentric Wealth Management LLC was founded in 2008. Concentric Wealth Management LLC operates in the Investment Management industry.

Investment ManagementCalifornia, United States2-10 Employees

We founded Concentric Wealth Management to build the premier, personal wealth management firm in the East Bay. We serve a limited number of clients by design. You will have a personal relationship with a caring, attentive advisor who understands your financial goals and dreams.

Find Concentric Wealth Management LLC employees' phone numbers or email addresses

Concentric Wealth Management LLC Global Highlights

North America
10

United States Of America
10

Concentric Wealth Management LLC's Leadership

J. U.
Owner
Mobile Phone
Email
J. W.
Wealth Management Associate
Mobile Phone
Email
C. J.
Client Services
Mobile Phone
Email
M. S.
Insurance Agent
Mobile Phone
Email
S. K. C.
Client Service Associate
Mobile Phone
Email

Contact profiles from Concentric Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

J. U.
Owner
Mobile Phone
Email
Oct 22, 2024
J. W.
Wealth Management Associate
Mobile Phone
Email
United StatesKentucky
May 18, 2025
C. J.
Client Services
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. S.
Insurance Agent
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. K. C.
Client Service Associate
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Concentric Wealth Management LLC known for?

Concentric Wealth Management LLC was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in 251 Lafayette Circle, Suite 200; you can contact the main corporate office by phone at

+1-925-962-****

. Explore Concentric Wealth Management LLC's company overview page for more information.

What is Concentric Wealth Management LLC's most common email format?

Concentric Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Concentric Wealth Management LLC email formats with LeadIQ.

How many employees does Concentric Wealth Management LLC have currently?

Concentric Wealth Management LLC has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Concentric Wealth Management LLC's key employees and leadership?

As of December 2025, Concentric Wealth Management LLC's key employees include:

Owner: J. U.
Wealth Management Associate: J. W.
Client Services: C. J.
Insurance Agent: M. S.
Client Service Associate: S. K. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.