# Concentrum Wealth Management

> Concentrum Wealth Management is an SEC-registered investment advisory firm in San Jose, CA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 167151
- Filed as: CONCENTRUM WEALTH MANAGEMENT
- Legal name: Concentrum Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167151
- AdvisorCensus page: https://advisorcensus.com/firm/concentrum-wealth-management-san-jose-ca-167151

## Quick answers

**How is Concentrum Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Concentrum Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Concentrum Wealth Management located?**
Concentrum Wealth Management's principal office is in San Jose, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Concentrum Wealth Management registered with the SEC or a state?**
Concentrum Wealth Management is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167151.

**How much does Concentrum Wealth Management manage?**
Concentrum Wealth Management reports $986,752,839 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Concentrum Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Concentrum Wealth Management: Regulatory assets under management: $280,403,391 in the October 2021 data and $986,752,839 in the October 2026 data, up 252%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Concentrum Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (202); high net worth individuals (179); pension and profit sharing plans (but not the plan participants or government pension plans) (28).

**Which custodians does Concentrum Wealth Management use?**
Concentrum Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Concentrum Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167151

**What changed in Concentrum Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $809,340,733 to $986,752,839 (+22%). Added an office in San Jose, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $986,752,839
- Discretionary: $982,758,393
- Non-discretionary: $3,994,446

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 202 | $73,340,336 |
| High net worth individuals | 179 | $812,082,276 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $71,567,029 |
| Charitable organizations | 2 | $616,726 |
| Corporations or other businesses not listed above | 9 | $29,146,472 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, HI, NC, NV, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Jose, CA

### Websites listed on Form ADV (Item 1.I)
- concentrumwealth.com
- Facebook @CONCENTRUMWEALTH
- LinkedIn @concentrum-wealth-management
- X @concentrumwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $280,403,391 | 7 | April 21, 2021 |
| October 2022 | $357,042,569 | 8 | September 1, 2022 |
| October 2023 | $413,462,525 | 7 | September 13, 2023 |
| October 2024 | $623,528,618 | 7 | April 30, 2024 |
| October 2025 | $809,340,733 | 7 | March 28, 2025 |
| October 2026 | $986,752,839 | 7 | March 24, 2026 |

Regulatory assets under management: $280,403,391 in the October 2021 data and $986,752,839 in the October 2026 data, up 252%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $809,340,733 to $986,752,839 (+22%).
- Added an office in San Jose, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concentrum Wealth Management (CRD 167151): Form ADV filing data as of October 2026.