Concentrum Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Concentrum Wealth Management is a financial services firm that focuses on coordinating comprehensive financial plans for a selective group of business owners and families. The firm aims to align all aspects of clients’ finances with an overarching strategy, guiding goal identification and the implementation of methods intended to help clients pursue their long-term visions. Based in San Jose, California, the company operates as a registered investment adviser and emphasizes a careful, multi-faceted approach to wealth management, with advisory services provided to clients who are properly licensed or exempt from licensure. The organization positions itself within the financial services industry by offering coordinated planning and strategy integration, while noting that past performance is not indicative of future results and that client relationships require formal service agreements. A brief account of recent activity shows the firm has engaged in several asset investments on the public markets, as reported in local and industry news outlets.

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