Concentrum Wealth Management

CRD 167151 · San Jose, CA · $986.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 167151
SEC number: 801-77888
Firm type: RIA
Assets under management: $986.8M as of Mar 24, 2026
Website: www.linkedin.com/company/concentrum-wealth-management ↗
Phone: 408-840-4030
Address: 353 Piercy Road, San Jose, CA, 95138

Advisors at this firm

5 in our index · page 1 of 1

Jay Christopher FongCRD 3242313 · San Jose, CA

IA RegisteredBroker

Disclosure event(s) on record
Jeffery Eric FongCRD 2472690 · Scottsdale, AZ

IA RegisteredBroker

Disclosure event(s) on record
Lance PieperCRD 6887180 · San Jose, CA

IA Registered
Nicholas Soutar SimonianCRD 7422490 · San Jose, CA

IA Registered
Glenn Daniel YoungCRD 3130060 · San Jose, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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