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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Concentrum Wealth Management Inc
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| CRD # | 167151 |
| SEC # | 801-77888 |
| CIK # | 0001765387 |
| AUM | $809.3 M (2025-03-28) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 408-840-4030 |
| Address | 353 Piercy Road San Jose, CA 95138 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 87.5 | ||
| Nvidia Corp | 49.5 | ||
| Apple Inc | 24.0 | ||
| Microsoft Corp | 8.4 | ||
| iShares Bitcoin Trust | 7.0 | ||
| Tesla Motors Inc | 6.4 | ||
| Advanced Micro Devices Inc | 6.0 | ||
| Amazon Com Inc | 5.5 | ||
| Adobe Systems Inc | 3.1 | ||
| Alphabet Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 126.5 |
| (b) Individuals (high net worth individuals) | 82 | 459.4 |
| (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 | 10 | 26.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,732 | 623.5 |
| By Discretionary | ||
| Discretionary | 1,723 | 608.7 |
| Non-Discretionary | 9 | 14.9 |
| Total | 1,732 | 623.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.5 | |
| Total | 1,732 | 623.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765387] |
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|---|---|---|
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Investmark Advisory Group LLC
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CT | 0.8 |
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BCS Financial LLC
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TN | 0.8 |
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Statheros Financial Solutions Inc
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CA | 0.8 |
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Slow Capital Inc
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CA | 0.8 |
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WISS Private Client Advisors LLC
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NJ | 0.8 |
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Crane Advisory LLC
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CA | 0.8 |
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Covington Investment Advisors Inc
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PA | 0.8 |
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Addison Capital LLC
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|
PA | 0.8 |
|
Investment Partners Ltd
✚
|
OH | 0.8 |
|
Strategic Point Investment Advisors LLC
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|
RI | 0.8 |