San Jose, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Concentrum Wealth Management
Team
Firm-wide stats for Concentrum Wealth Management
About
Concentrum Wealth Management serves individuals and high‑net‑worth households as well as pension and employee benefit plans, trusts, estates and corporate clients, providing wrap asset management, financial planning, pension consulting, referrals to third‑party money managers, and held‑away portfolio monitoring. The firm’s brochure states it manages only wrap fee accounts and offers an account‑linking service to incorporate outside custodial positions into its advice.
The firm combines discretionary portfolio management with consultative held‑away monitoring and describes the use of a third‑party platform and an order management system to support tax‑efficient asset location and opportunistic rebalancing. Its stated investment toolkit includes derivatives, options strategies, structured products, short sales and margin borrowing, and the brochure notes these tools may be used in separately managed accounts.
Noteworthy features include operating as a wrap fee program sponsor and offering ERISA §3(38) investment manager services for retirement plans, roles that change the allocation of implementation and monitoring responsibilities for plan sponsors. Concentrum is a five‑advisor team managing nearly $1 billion in client assets and discloses related activities by some personnel as registered representatives and insurance agents, which it says are managed through disclosures and its Code of Ethics.
Based on Concentrum Wealth Management
Expertise
Based on Concentrum Wealth Management
Location
353 Piercy Rd.
San Jose CA 95138
Advisors at this office
4
Advisors at this office
Jay F
CFP®, Series 63, Series 65
San Jose, CA
Concentrum Wealth Management
Jay Fong is a CFP® with 26 years of experience in the financial industry. He is affiliated with Concentrum Wealth Management, a team-based registered investment adviser in San Jose, CA, and has worked with Purshe Kaplan Sterling Investments since 2013. Concentrum Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities through wrap-fee asset management, financial planning, and retirement plan advisory services. The firm employs discretionary portfolio management using derivatives, margin, and other strategies that are uncommon among similarly sized advisory teams.
Glenn Y
CFP®, Series 63
San Jose, CA
Concentrum Wealth Management
Glenn Young is a CFP® with 27 years of industry experience, currently serving as a business development consultant at Concentrum Wealth Management. His prior experience includes roles at Purshe Kaplan Sterling Investments and TD Waterhouse Investor Services Inc. He also operated a real estate business from 2009 to 2017. Concentrum Wealth Management is a team-based registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and employs a range of investment strategies, including derivatives and margin, with a particular emphasis on ERISA advisory roles and coordinated use of custodial and platform services.
Nicholas S
CFP®
San Jose, CA
Concentrum Wealth Management
Nicholas Simonian is a CFP® professional with three years of industry experience, currently serving at Concentrum Wealth Management. His prior experience includes roles at Shea Labagh Dobberstein and The McLean Group, as well as eight years at the University of Illinois Chicago. Concentrum Wealth Management serves individuals, high-net-worth households, pension and employee benefit plans, trusts, estates, and corporate clients, specializing in wrap asset management, financial planning, and pension consulting. The firm combines discretionary portfolio management with consultative held-away monitoring and employs a range of investment tools, including derivatives and options strategies, to support tax-efficient asset location and opportunistic rebalancing.
Lance P
CFP®
San Jose, CA
Concentrum Wealth Management
Lance Pieper is a CFP® professional with five years of industry experience, currently serving at Concentrum Wealth Management. He has been with the firm since 2018. Concentrum Wealth Management is a team-based registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and employs investment strategies that include derivatives and margin, distinguishing it from many similar-sized advisory teams.
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