# CONCENTRIC WEALTH MANAGEMENT LLC

CONCENTRIC WEALTH MANAGEMENT LLC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 144773
- Type: SEC-registered investment adviser
- SEC file number: 801-68940
- 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)

| Name | Role | Location |
| --- | --- | --- |
| FLETT ERIC MICHAEL | CEO/MANAGING MEMBER; CEO/PRINCIPAL; CEO/PRINCIPAL/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| MCGUIRE STEWART ALAN | CIO/MEMBER, CHIEF COMPLIANCE OFFICER; CIO/PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144773/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144773/similar
- Related entities: https://search.stillhousedata.com/firm/144773/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144773

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.