What departments does Concentric Wealth Management LLC have?

Concentric Wealth Management LLC has employees across 1 departments including Entrepreneurship.

What is the largest department at Concentric Wealth Management LLC?

The largest department at Concentric Wealth Management LLC is Entrepreneurship with 1 employees.

Where are Concentric Wealth Management LLC employees located globally?

Concentric Wealth Management LLC has employees across 1 continents and 1 countries including United States Of America.

How has Concentric Wealth Management LLC's team size changed over time?

Concentric Wealth Management LLC's team has decreased from approximately 4 to 1 employees based on available data.

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Concentric Wealth Management LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Concentric Wealth Management LLC is an investment advisory firm based in Lafayette, California, operating in the investment management sector. The firm emphasizes a selective client approach, aiming to maintain a limited number of clients and to offer a direct, ongoing relationship with an advisor who seeks to understand each client's financial goals.

Recent news indicates that Concentric Wealth Management was acquired by MAI Capital Management, a Cleveland-based registered investment advisor. The organization is described as a small practice focused on providing a personalized client service approach within the broader U.S. wealth management landscape.

Concentric Wealth Management LLC Global Highlights

North America
9

United States Of America
9

Concentric Wealth Management LLC's Leadership

J. U.
Owner
Mobile Phone
Email

Concentric Wealth Management LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Concentric Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

J. U.
Owner
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Concentric Wealth Management LLC known for?

Concentric Wealth Management LLC was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-925-962-****

. Explore Concentric Wealth Management LLC's company overview page for more information.

What is Concentric Wealth Management LLC's most common email format?

Concentric Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Concentric Wealth Management LLC email formats with LeadIQ.

How many employees does Concentric Wealth Management LLC have currently?

Concentric Wealth Management LLC has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Concentric Wealth Management LLC's key employees and leadership?

As of July 2026, Concentric Wealth Management LLC's key employees include:

Owner: J. U.

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Concentric Wealth Management LLC Employee Directory

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