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CONCENTRIC WEALTH MANAGEMENT LLC

LAFAYETTE, CA · CRD 144773 · IAPD ↗ · concentric-wealth.com · 925-962-1100

$601.3MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — CONCENTRIC WEALTH MANAGEMENT LLC (LAFAYETTE, CA) left the SEC roster (was $601.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — CONCENTRIC WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($494.6M -> $601.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.