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Gathering insights about Concentrum Wealth Management

Concentrum Wealth Management Tech Stack

Concentrum Wealth Management uses 8 technology products and services including Site Kit, jsDelivr, MooTools, and more. Explore Concentrum Wealth Management's tech stack below.

  • Site Kit
    Analytics
  • jsDelivr
    Content Delivery Network
  • MooTools
    Javascript Frameworks
  • Chart.js
    Javascript Graphics
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Cloudways
    Platform As A Service
  • Bootstrap
    UI Frameworks

Concentrum Wealth Management's Email Address Formats

Concentrum Wealth Management uses at least 1 format(s):
Concentrum Wealth Management Email FormatsExamplePercentage
First.Last@concentrumwealth.comJohn.Doe@concentrumwealth.com
50%
First.Last@concentrumwealth.comJohn.Doe@concentrumwealth.com
50%

Frequently Asked Questions

Where is Concentrum Wealth Management's headquarters located?

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Concentrum Wealth Management's main headquarters is located at 353 Piercy Road, San Jose, CA 95138, US. The company has employees across 2 continents, including North AmericaEurope.

What is Concentrum Wealth Management's phone number?

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You can contact Concentrum Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Concentrum Wealth Management's official website and social media links?

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Concentrum Wealth Management's official website is concentrumwealth.com and has social profiles on LinkedIn.

What is Concentrum Wealth Management's SIC code NAICS code?

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Concentrum Wealth Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Concentrum Wealth Management have currently?

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As of October 2025, Concentrum Wealth Management has approximately 6 employees across 2 continents, including North AmericaEurope. Key team members include Owner: M. R. B.. Explore Concentrum Wealth Management's employee directory with LeadIQ.

What industry does Concentrum Wealth Management belong to?

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Concentrum Wealth Management operates in the Financial Services industry.

What technology does Concentrum Wealth Management use?

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Concentrum Wealth Management's tech stack includes Site KitjsDelivrMooToolsChart.jsjQuery MigratejQueryCloudwaysBootstrap.

What is Concentrum Wealth Management's email format?

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Concentrum Wealth Management's email format typically follows the pattern of First.Last@concentrumwealth.com. Find more Concentrum Wealth Management email formats with LeadIQ.

When was Concentrum Wealth Management founded?

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Concentrum Wealth Management was founded in 2013.

Concentrum Wealth Management

Financial ServicesUnited States2-10 Employees

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, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Concentrum Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Concentrum Wealth Management, LLC unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Section iconCompany Overview

Headquarters
353 Piercy Road, San Jose, CA 95138, US
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Concentrum Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Concentrum Wealth Management's revenue is estimated to be in the range of $1M$10M

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