CONCENTRIC WEALTH MANAGEMENT LLC

CONCENTRIC WEALTH MANAGEMENT LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 144773). Regulatory assets under management: $601.3M.

Registration

• CRD: 144773
• SEC file number: 801-68940
• Type: Registered investment adviser
• Location: 251 LAFAYETTE CIRCLE, SUITE 250, LAFAYETTE, CA, 94549
• Phone: 925-962-1100
• Latest filing: 2024-03-28
• Regulatory AUM: $601.3M
• Discretionary AUM: $601.3M
• Clients: 6
• Accounts: 935

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 144773 on SEC IAPD (source of record)
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