CONCENTRIC WEALTH MANAGEMENT LLC
SEC file number 801-68940
· LAFAYETTE, CA
https://concentric.io ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$601.3M
Discretionary AUM
$601.3M
Employees
6
Clients
—
Firm
- Address
- 251 LAFAYETTE CIRCLE
LAFAYETTE, CA 94549 - Phone
- —
- Website
- https://concentric.io
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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