CONCENTRIC WEALTH ADVISORS LLC
CRD #281979 SEC #801-106884 LAKE OSWEGO, OR 503-343-7033
SEC Registered Private Funds
Total AUM
$90.1M
Discretionary
$90.1M
Employees
3
Clients
--
Accounts
9
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 1, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ORTNER, PAUL, P (MI ONLY) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CFO, MANAGING MEMBER | NA | Control |
| THOMPSON, SCOTT, ALAN | I | MANAGING MEMBER | NA | Control |
| CONCENTRIC WEALTH HOLDING COMPANY LLC | DE | OWNER, MANAGING MEMBER | E | Control |
| CONCENTRIC WEALTH HOLDING COMPANY LLC | DE | OWNER, MANAGING MEMBER | E | Control |
| CONCENTRIC WEALTH HOLDING COMPANY LLC | DE | OWNER, MANAGING MEMBER | E | Control |
| CONCENTRIC WEALTH HOLDING COMPANY LLC | DE | OWNER, MANAGING MEMBER | E | Control |
| CONCENTRIC WEALTH HOLDING COMPANY LLC | DE | OWNER, MANAGING MEMBER | E | Control |
| CONCENTRIC WEALTH HOLDING COMPANY LLC | DE | OWNER, MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ORTNER, PAUL, P (MI ONLY) | I | PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | F | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | F | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | F | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | F | Control |
| ORTNER, PAUL, P (MI ONLY) | I | PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | F | Control |
| WOODRING, DEANNE | I | GOVERNMENT PORTFOLIO ADVISORS LLC | D | Control |
| WOODRING, DEANNE | I | GOVERNMENT PORTFOLIO ADVISORS LLC | D | Control |
| GOVERNMENT PORTFOLIO ADVISORS LLC | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| GOVERNMENT PORTFOLIO ADVISORS LLC | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| GOVERNMENT PORTFOLIO ADVISORS LLC | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| PAUL P ORTNER IV REVOCABLE TRUST DATED DECEMBER 6, 2002 | DE | CONCENTRIC WEALTH HOLDING COMPANY LLC | C | |
| WESTCOTT, DAVID, RAY | I | GOVERNMENT PORTFOLIO ADVISORS LLC | C | Control |
| WESTCOTT, DAVID, RAY | I | GOVERNMENT PORTFOLIO ADVISORS LLC | C | Control |
Registrations
Federal
IA
Sep 1, 2017 REGISTERED
Notice Filings (1)
OR
Address
16679 BOONES FERRY RD STE 115LAKE OSWEGO, OR 97035
United States
Phone: 503-343-7033