Concentrum Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
353 Piercy Rd, San Jose, California, 951...Phone Number
(408) 840-4030Website
www.concentrumwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Concentrum Wealth Management
Concentrum Wealth Management offers a comprehensive range of services including wealth management, retirement planning, and legacy and estate planning. They focus on building long-term relationships with clients by understanding their life goals and creating personalized financial plans. Their intended clients include individuals, families, corporate executives, and business owners. With offices in California and Arizona, Concentrum emphasizes a client-first approach to help clients navigate their financial journeys.Explore more
Concentrum Wealth Management Org Chart
LP
Financial Advisor
GY
Wealth Advisor & Business Consultant
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Revenue
Number of Employees
Type
Funding
Founded In
$5.9M
11-50
Private
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DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
Company Profile Activity
Activity Insights
Concentrum Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Concentrum Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concentrum Wealth Management.
Concentrum Wealth Management Tech Stack
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Concentrum Wealth Management offers a comprehensive range of services including wealth management, retirement planning, and legacy and estate planning. They focus on building long-term relationships with clients by understanding their life goals and creating personalized financial plans. Their intended clients include individuals, families, corpora... Read More
