Concentrum Wealth Management, Inc.
- Regulatory AUM
- $987M
- Discretionary
- $983M
- Clients
- 420
- Avg AUM / client
- $2.3M
- Accounts
- 1,546
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 202 | $73.3M | 7.43% |
| High net worth individuals | 179 | $812M | 82.3% |
| Pension and profit sharing plans | 28 | $71.6M | 7.25% |
| Charitable organizations | 2 | $617K | 0.06% |
| Corporations and other businesses | 9 | $29.1M | 2.95% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Chawk Technology International Inc. 401(k) Plan Chawk Technology International Inc. | 2024 | |
| Dryco Construction, Inc. Retirement Plan Dryco Construction, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jay Christopher Fong | Managing Member | CFP | Apr 2013 (13y) | 50% – 75% |
| Jeffery Eric Fong | Managing Member | CFP | Apr 2013 (13y) | 50% – 75% |
| Kasting, Jonathan, G | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Glenn Daniel Young | Registered representative | CFP | Apr 2019 (7y) | |
| Lance Pieper | Registered representative | CFP | Jan 2021 (6y) | |
| Nicholas Soutar Simonian | Registered representative | CFP | Sep 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Chawk Technology International Inc. 401(k) Plan | Chawk Technology International Inc. | 324 | $12.3M | 01/01/2024 |
| Dryco Construction, Inc. Retirement Plan | Dryco Construction, Inc. | 346 | $28.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $648M (66% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗