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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| FLETT, ERIC, MICHAEL | I | CEO/MANAGING MEMBER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MCGUIRE, STEWART, ALAN | I | CIO/MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 28, 2024 REGISTERED
Notice Filings (5)
CA NH OR TX WA
Address
251 LAFAYETTE CIRCLESUITE 250
LAFAYETTE, CA 94549
United States
Phone: 925-962-1100