CONCENTRIC WEALTH MANAGEMENT LLC
CRD #144773 SEC #801-68940 LAFAYETTE, CA 925-962-1100
SEC Registered
Total AUM
$601.3M
Discretionary
$601.3M
Employees
6
Clients
101
Accounts
935
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $601.3M | $601.3M | $0 | 6 | 0 |
| Mar 2023 | $494.6M | $494.6M | $0 | 6 | 0 |
| Aug 2022 | $561.6M | $561.6M | $0 | 5 | 0 |
| Mar 2022 | $561.6M | $561.6M | $0 | 5 | 0 |
| Mar 2021 | $470.7M | $470.7M | $0 | 5 | 0 |
| Jun 2020 | $429.6M | $429.6M | $0 | 5 | 0 |
| Mar 2020 | $429.6M | $429.6M | $0 | 5 | 0 |
| Mar 2019 | $263.2M | $263.2M | $0 | 5 | 0 |
| Mar 2018 | $271M | $271M | $0 | 4 | 0 |
| Mar 2017 | $227.4M | $227.4M | $0 | 5 | 172 |
| Mar 2017 | $227.4M | $227.4M | $0 | 5 | 172 |
| Oct 2016 | $191.8M | $191.8M | $0 | 5 | 154 |
| Mar 2016 | $191.8M | $191.8M | $0 | 4 | 154 |
| Mar 2015 | $191.3M | $191.3M | $0 | 5 | 154 |
| Mar 2014 | $170.4M | $170.4M | $0 | 5 | 137 |
| Mar 2013 | $130.6M | $130.6M | $0 | 5 | 121 |
| Mar 2012 | $104.6M | $104.6M | $0 | 1 | 114 |
| Mar 2011 | $94.8M | $94.8M | $0 | 5 | -- |
| Feb 2009 | $64.7M | $64.7M | $0 | 5 | -- |
DateMar 2024
Total AUM$601.3M
Discretionary$601.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$494.6M
Discretionary$494.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$561.6M
Discretionary$561.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$561.6M
Discretionary$561.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$429.6M
Discretionary$429.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$263.2M
Discretionary$263.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$271M
Discretionary$271M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$227.4M
Discretionary$227.4M
Non-Disc.$0
Employees5
Clients172
DateMar 2017
Total AUM$227.4M
Discretionary$227.4M
Non-Disc.$0
Employees5
Clients172
DateOct 2016
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees5
Clients154
DateMar 2016
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees4
Clients154
DateMar 2015
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees5
Clients154
DateMar 2014
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees5
Clients137
DateMar 2013
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees5
Clients121
DateMar 2012
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees1
Clients114
DateMar 2011
Total AUM$94.8M
Discretionary$94.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$64.7M
Discretionary$64.7M
Non-Disc.$0
Employees5
Clients--