Concentrum Wealth Management
Concentrum Wealth Management is a San Jose, California-based investment adviser firm founded in approximately 2011, with a team of 7 employees. The firm offers personalized financial planning and investment management services, specializing in retirement planning, legacy strategies, trusts, and portfolio construction for both individuals and high-net-worth clients. Their aim is to build long-term relationships focused on trust and holistic goals-based financial planning. Concentrum Wealth Management is registered with the SEC to serve clients primarily in the United States.
Investment Strategy
Concentrum Wealth Management employs a goals-based financial planning approach, tailoring investment portfolios to clients’ unique needs and life circumstances. Their strategies include diversified holdings across major asset classes and individual stocks, with a focus on long-term value creation, retirement security, and legacy planning. The firm's philosophy emphasizes building trust and relationships, providing customized solutions in investment and estate planning for individuals and high-net-worth investors. Their typical portfolios comprise equities, ETFs, and other traditional securities, with asset allocation adjusted to match client objectives and risk profiles.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC CL A | 27.46% | $87.5M | 118,579 | $322.98 | $738.09 | +$16.4M |
N NVDA | NVIDIA CORP | 15.53% | $49.5M | 313,224 | $38.58 | $157.99 | +$15.7M |
A AAPL | APPLE INC | 7.54% | $24.0M | 117,180 | $136.35 | $205.17 | -$2.8M |
Q QQQ | POWERSHARES QQQ TR | 4.70% | $15.0M | 27,146 | $399.46 | $551.64 | +$4.3M |
F FV | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | 3.08% | $9.8M | 165,564 | $41.93 | $59.26 | +$849.2K |