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| Concentrum Wealth Management Inc
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|---|---|
| CRD # | 167151 |
| SEC # | 801-77888 |
| CIK # | 0001765387 |
| AUM | 986.8 M (2026-03-24) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 408-840-4030 |
| Address | 353 Piercy Road San Jose, CA 95138 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 67.0 | ||
| Nvidia Corp | 52.8 | ||
| Apple Inc | 28.7 | ||
| Advanced Micro Devices Inc | 8.8 | ||
| Microsoft Corp | 8.6 | ||
| Tesla Motors Inc | 8.3 | ||
| Alphabet Inc | 6.8 | ||
| Amazon Com Inc | 6.5 | ||
| SPDR Gold Trust | 5.4 | ||
| iShares Bitcoin Trust | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 73.3 |
| (b) Individuals (high net worth individuals) | 179 | 812.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 71.6 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 29.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,546 | 986.8 |
| By Discretionary | ||
| Discretionary | 1,543 | 982.8 |
| Non-Discretionary | 3 | 4.0 |
| Total | 1,546 | 986.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 986.8 | |
| Total | 1,546 | 986.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765387] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Morris & Wells Wealth Management
✚
|
VA | 987.9 M |
|
Terril Brothers Inc
✚
|
MO | 987.8 M |
|
BCS Financial LLC
✚
|
TN | 987.4 M |
|
Oneascent Investment Solutions LLC
✚
|
AL | 987.2 M |
|
Ellis Investment Partners LLC
✚
|
PA | 986.8 M |
|
Pacific Sage Partners LLC
✚
|
WA | 986.3 M |
|
RFG - Bristol Wealth Advisors LLC
✚
|
MA | 985.6 M |
|
The Rice Partnership LLC
✚
|
HI | 985.5 M |
|
Nuance Investments LLC
✚
|
MO | 984.3 M |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 983.3 M |