Investment adviser · CRD 144773
CONCENTRIC WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
LAFAYETTE, CA, United States · Form ADV filed Mar 28, 2024
- Regulatory AUM
- $601M Form ADV · Item 5.F
- Client accounts
- 935 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 194 | $562,205,324 | 93.5% |
| Individuals | 109 | $26,899,457 | 4.5% |
| Retirement plans | Fewer than 5 | $12,242,965 | 2.0% |
Filing source
Form ADV 1858813 · Mar 28, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
251 LAFAYETTE CIRCLE, SUITE 250LAFAYETTE, CA, 94549, United States
CRD 144773
Filing source
Form ADV 1858813 · Mar 28, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.