Insights

Independent Advisor Network CONCERT Wealth Management supports a large network of over 100 financial advisors and partner firms, offering an opportunity to tailor technology and product solutions that enhance advisor flexibility and client service capabilities.

Customized Financial Solutions The company's emphasis on avoiding proprietary products and instead leveraging top-tier industry partnerships provides an opening to introduce innovative third-party financial tools and portfolio management platforms that fit within their open architecture model.

Growth and Investment Recent investment in United Rentals indicates openness to alternative asset classes, which suggests potential sales opportunities in advanced investment platforms, asset management tools, and alternative investment solutions.

Revenue Range Focus With an estimated revenue between 10 and 25 million dollars, CONCERT Wealth Management is likely seeking scalable technological solutions to support expansion, client acquisition, and operational efficiencies.

Market Positioning Operating within a competitive landscape alongside industry giants with substantial employee bases, there is a strategic opportunity to offer specialized niche services, regulatory compliance tools, or client engagement platforms that differentiate their offerings.

CONCERT Wealth Management, Inc.'s Email Address Formats

CONCERT Wealth Management, Inc. uses at least 1 format(s):

CONCERT Wealth Management, Inc. Email Formats	Example	Percentage
First.Last@concertwm.com	John.Doe@concertwm.com	80%
FLast@concertwm.com	JDoe@concertwm.com	10%
First@concertwm.com	John@concertwm.com	5%
First.Middle@concertwm.com	John.Michael@concertwm.com	5%

CONCERT Wealth Management, Inc. Email Formats

Example

Percentage

First.Last@concertwm.com

John.Doe@concertwm.com

80%

FLast@concertwm.com

JDoe@concertwm.com

10%

First@concertwm.com

John@concertwm.com

First.Middle@concertwm.com

John.Michael@concertwm.com

Frequently Asked Questions

Where is CONCERT Wealth Management, Inc.'s headquarters located?

CONCERT Wealth Management, Inc.'s main headquarters is located at San Jose, California 95126 United States. The company has employees across 1 continents, including North America.

What is CONCERT Wealth Management, Inc.'s phone number?

You can contact CONCERT Wealth Management, Inc.'s main corporate office by phone at

+1-408-856-****

. 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 CONCERT Wealth Management, Inc.'s official website and social media links?

CONCERT Wealth Management, Inc.'s official website is concertwm.com and has social profiles on LinkedIn.

What is CONCERT Wealth Management, Inc.'s SIC code NAICS code?

CONCERT Wealth Management, Inc.'s SIC code is 7922 - Theatrical Producers (Except Motion Picture) and Miscellaneous Theatrical Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CONCERT Wealth Management, Inc. have currently?

As of February 2026, CONCERT Wealth Management, Inc. has approximately 51 employees across 1 continents, including North America. Key team members include President: J. L.First Vice President - Wealth Advisor: B. S.Managing Director: J. T.. Explore CONCERT Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does CONCERT Wealth Management, Inc. belong to?

CONCERT Wealth Management, Inc. operates in the Investment Management industry.

What is CONCERT Wealth Management, Inc.'s email format?

CONCERT Wealth Management, Inc.'s email format typically follows the pattern of First.Last@concertwm.com. Find more CONCERT Wealth Management, Inc. email formats with LeadIQ.

CONCERT Wealth Management, Inc.

Investment ManagementCalifornia, United States51-200 Employees

CONCERT Wealth Management is a Registered Investment Advisory firm based out of San Jose, California with over 100 financial advisors and partner firms across the country. We pride ourselves on giving our Advisors the flexibility to serve clients independently. We do not have proprietary financial products for our advisors to sell. Instead, we leverage competitive partnerships with the best firms and products in the industry so that the best solution for individual financial needs is always available to the advisor. We offer integrated financial planning-based investment solutions to help meet the unique needs and challenges of individuals and families, business owners, institutional clients, and high net worth clients. Utilizing our comprehensive solutions-based platform, CONCERT advisors offer products and services tailored to specific current and future financial needs. Our tools allow us to develop a long-term financial strategy designed to protect and manage assets, prepare income needs in retirement, and facilitate the transfer of wealth in a tax-efficient manner. Connect with our parent company, CONCERT Global, on Twitter! https://twitter.com/CONCERTGlobal

Insights

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