Concentrum Wealth Management, Inc.
● SEC registered since 2013CRD 167151SEC# 801-77888San Jose, CA
Reg. AUM
$986.8M
Employees
7
Accounts
1,546
Location
San Jose, CA
Concentrum Wealth Management, Inc. assets under management
Concentrum Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in San Jose, CA. The firm has been registered since 2013. It reports $986.8 million in regulatory assets under management and employs 7 people.
Concentrum Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Christopher Fong Control | Managing Member | 50-75% | 2013 |
| Jeffery Eric Fong Control | Managing Member | 50-75% | 2013 |
| Jonathan G Kasting | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Concentrum Wealth Management, Inc. manage?
Concentrum Wealth Management, Inc. reports $986.8 million in regulatory assets under management on its Form ADV.
How many employees does Concentrum Wealth Management, Inc. have?
Concentrum Wealth Management, Inc. reports 7 employees.
Where is Concentrum Wealth Management, Inc. located?
Concentrum Wealth Management, Inc. is based in San Jose, CA and has been SEC-registered since 2013.
Does Concentrum Wealth Management, Inc. disclose fund performance?
Concentrum Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 353 Piercy Road, San Jose, CA 95138 |
| Phone | 408-840-4030 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1765387 |
| Discloses disciplinary history | No |
Regulatory AUM
$986.8M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$986.8Mregulatory AUM
Discretionary $982.8MNon-discretionary $4M