CONCENTRUM WEALTH MANAGEMENT, INC.
Legal name: CONCENTRUM WEALTH MANAGEMENT
CRD #167151 SEC #801-77888 SAN JOSE, CA 408-840-4030
SEC Registered
Total AUM
$809.3M
Discretionary
$806M
Employees
7
Clients
0
Accounts
1,334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $809.3M | $806M | $3.3M | 7 | 0 |
| Mar 2025 | $623.5M | $608.7M | $14.9M | 7 | 0 |
| Oct 2024 | $623.5M | $608.7M | $14.9M | 7 | 0 |
| Apr 2024 | $623.5M | $608.7M | $14.9M | 7 | 0 |
| Mar 2024 | $623.5M | $608.7M | $14.9M | 7 | 0 |
| Sep 2023 | $413.5M | $409.7M | $3.8M | 7 | 0 |
| Sep 2023 | $413.5M | $409.7M | $3.8M | 7 | 0 |
| Apr 2023 | $413.5M | $409.7M | $3.8M | 7 | 0 |
| Mar 2023 | $413.5M | $409.7M | $3.8M | 7 | 0 |
| Feb 2023 | $357M | $353.3M | $3.7M | 8 | 0 |
| Dec 2022 | $357M | $353.3M | $3.7M | 8 | 0 |
| Dec 2022 | $357M | $353.3M | $3.7M | 8 | 0 |
| Sep 2022 | $357M | $353.3M | $3.7M | 8 | 0 |
| Mar 2022 | $357M | $353.3M | $3.7M | 8 | 0 |
| Apr 2021 | $280.4M | $277.3M | $3.1M | 7 | 0 |
| Mar 2021 | $280.4M | $277.3M | $3.1M | 7 | 0 |
| May 2020 | $211.7M | $211.7M | $0 | 7 | 3 |
| Mar 2020 | $211.7M | $211.7M | $0 | 7 | 3 |
| Oct 2019 | $162.2M | $162.2M | $0 | 7 | 3 |
| Sep 2019 | $162.2M | $162.2M | $0 | 7 | 3 |
| May 2019 | $162.2M | $162.2M | $0 | 7 | 3 |
| Jan 2019 | $162.2M | $162.2M | $0 | 7 | 3 |
| Jul 2018 | $174M | $174M | $0 | 7 | 3 |
| Mar 2018 | $174M | $174M | $0 | 7 | 3 |
| Mar 2018 | $174M | $174M | $0 | 7 | 3 |
| Oct 2017 | $197.2M | $173M | $24.2M | 5 | 3 |
| Mar 2017 | $164.6M | $145.2M | $19.4M | 5 | 179 |
| Sep 2016 | $152.5M | $130.5M | $22M | 4 | 166 |
| Jan 2016 | $152.5M | $130.5M | $22M | 4 | 166 |
| Aug 2015 | $130M | $116M | $14M | 4 | 154 |
| Aug 2015 | $130M | $116M | $14M | 4 | 154 |
| Aug 2015 | $130M | $116M | $14M | 4 | 154 |
| Apr 2015 | $130M | $116M | $14M | 4 | 154 |
| Apr 2015 | $130M | $116M | $14M | 4 | 154 |
| Jan 2015 | $130M | $116M | $14M | 4 | 154 |
| Aug 2014 | $125M | $107M | $18M | 3 | 130 |
| Jul 2014 | $125M | $107M | $18M | 3 | 130 |
| May 2014 | $125M | $107M | $18M | 3 | 130 |
| Jan 2014 | $125M | $107M | $18M | 2 | 130 |
| Dec 2013 | $101M | $84M | $17M | 2 | 0 |
| Sep 2013 | $101M | $84M | $17M | 2 | 0 |
| Sep 2013 | $101M | $84M | $17M | 2 | 0 |
| Aug 2013 | $92M | $78M | $14M | 2 | 0 |
| Apr 2013 | $0 | $0 | $0 | 2 | 0 |
| Mar 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$809.3M
Discretionary$806M
Non-Disc.$3.3M
Employees7
Clients0
DateMar 2025
Total AUM$623.5M
Discretionary$608.7M
Non-Disc.$14.9M
Employees7
Clients0
DateOct 2024
Total AUM$623.5M
Discretionary$608.7M
Non-Disc.$14.9M
Employees7
Clients0
DateApr 2024
Total AUM$623.5M
Discretionary$608.7M
Non-Disc.$14.9M
Employees7
Clients0
DateMar 2024
Total AUM$623.5M
Discretionary$608.7M
Non-Disc.$14.9M
Employees7
Clients0
DateSep 2023
Total AUM$413.5M
Discretionary$409.7M
Non-Disc.$3.8M
Employees7
Clients0
DateSep 2023
Total AUM$413.5M
Discretionary$409.7M
Non-Disc.$3.8M
Employees7
Clients0
DateApr 2023
Total AUM$413.5M
Discretionary$409.7M
Non-Disc.$3.8M
Employees7
Clients0
DateMar 2023
Total AUM$413.5M
Discretionary$409.7M
Non-Disc.$3.8M
Employees7
Clients0
DateFeb 2023
Total AUM$357M
Discretionary$353.3M
Non-Disc.$3.7M
Employees8
Clients0
DateDec 2022
Total AUM$357M
Discretionary$353.3M
Non-Disc.$3.7M
Employees8
Clients0
DateDec 2022
Total AUM$357M
Discretionary$353.3M
Non-Disc.$3.7M
Employees8
Clients0
DateSep 2022
Total AUM$357M
Discretionary$353.3M
Non-Disc.$3.7M
Employees8
Clients0
DateMar 2022
Total AUM$357M
Discretionary$353.3M
Non-Disc.$3.7M
Employees8
Clients0
DateApr 2021
Total AUM$280.4M
Discretionary$277.3M
Non-Disc.$3.1M
Employees7
Clients0
DateMar 2021
Total AUM$280.4M
Discretionary$277.3M
Non-Disc.$3.1M
Employees7
Clients0
DateMay 2020
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2020
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees7
Clients3
DateOct 2019
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees7
Clients3
DateSep 2019
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees7
Clients3
DateMay 2019
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees7
Clients3
DateJan 2019
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees7
Clients3
DateJul 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees7
Clients3
DateMar 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees7
Clients3
DateMar 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees7
Clients3
DateOct 2017
Total AUM$197.2M
Discretionary$173M
Non-Disc.$24.2M
Employees5
Clients3
DateMar 2017
Total AUM$164.6M
Discretionary$145.2M
Non-Disc.$19.4M
Employees5
Clients179
DateSep 2016
Total AUM$152.5M
Discretionary$130.5M
Non-Disc.$22M
Employees4
Clients166
DateJan 2016
Total AUM$152.5M
Discretionary$130.5M
Non-Disc.$22M
Employees4
Clients166
DateAug 2015
Total AUM$130M
Discretionary$116M
Non-Disc.$14M
Employees4
Clients154
DateAug 2015
Total AUM$130M
Discretionary$116M
Non-Disc.$14M
Employees4
Clients154
DateAug 2015
Total AUM$130M
Discretionary$116M
Non-Disc.$14M
Employees4
Clients154
DateApr 2015
Total AUM$130M
Discretionary$116M
Non-Disc.$14M
Employees4
Clients154
DateApr 2015
Total AUM$130M
Discretionary$116M
Non-Disc.$14M
Employees4
Clients154
DateJan 2015
Total AUM$130M
Discretionary$116M
Non-Disc.$14M
Employees4
Clients154
DateAug 2014
Total AUM$125M
Discretionary$107M
Non-Disc.$18M
Employees3
Clients130
DateJul 2014
Total AUM$125M
Discretionary$107M
Non-Disc.$18M
Employees3
Clients130
DateMay 2014
Total AUM$125M
Discretionary$107M
Non-Disc.$18M
Employees3
Clients130
DateJan 2014
Total AUM$125M
Discretionary$107M
Non-Disc.$18M
Employees2
Clients130
DateDec 2013
Total AUM$101M
Discretionary$84M
Non-Disc.$17M
Employees2
Clients0
DateSep 2013
Total AUM$101M
Discretionary$84M
Non-Disc.$17M
Employees2
Clients0
DateSep 2013
Total AUM$101M
Discretionary$84M
Non-Disc.$17M
Employees2
Clients0
DateAug 2013
Total AUM$92M
Discretionary$78M
Non-Disc.$14M
Employees2
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0