# CONCENTRUM WEALTH MANAGEMENT, INC.

CONCENTRUM WEALTH MANAGEMENT, INC. of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 167151
- Type: SEC-registered investment adviser
- SEC file number: 801-77888
- Location: 353 PIERCY ROAD, SAN JOSE, CA, 95138
- Phone: 408-840-4030
- Latest filing: 2026-03-24
- Regulatory AUM: $986.8M
- Discretionary AUM: $982.8M
- Non-discretionary AUM: $4.0M
- Clients: 7
- Accounts: 1,546

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Jeffery Eric Fong | MANAGING MEMBER | — |
| Jay Christopher Fong | MANAGING MEMBER | — |
| NGUYEN BRIAN D | CHIEF COMPLIANCE OFFICER | — |
| FONG JEFFERY ERIC | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| FONG JAY CHRISTOPHER | MANAGING MEMBER | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |
| GINOCCHIO SAMUEL NELLIS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167151/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167151/similar
- Related entities: https://search.stillhousedata.com/firm/167151/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167151

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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.