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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GINOCCHIO, SAMUEL, NELLIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| GINOCCHIO, SAMUEL, NELLIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| GINOCCHIO, SAMUEL, NELLIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| GINOCCHIO, SAMUEL, NELLIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| NGUYEN, TRANG, D | I | CHIEF COMPLIANCE OFFICER | NA | |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JAY, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
| FONG, JEFFERY, ERIC | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (11)
AK AZ CA CO FL HI NC NV NY OR TX
Address
353 PIERCY ROADSAN JOSE, CA 95138
United States
Phone: 408-840-4030