$986.8M Total AUM
$982.8M Disc. AUM
36.7% 3Y CAGR
7 Employees
420 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SummitFusion frontier
- Established Date
- 04-19-2013
- Office Locations
- 2
Office Locations
353 Piercy Road SAN Jose CA
-- Scottsdale AZ
About Concentrum Wealth Management
Concentrum Wealth Management delivers total wealth management that pairs investment management with detailed, goal-based financial planning, including trusts, wills, and retirement planning. The team builds a thorough personal financial profile, models scenarios, and continually updates plans as markets and policy change, tracked in a client Personal Financial Organizer. Based in San Jose with a newly opened Scottsdale office; custody includes Schwab and Fidelity.
Team overview
39 AVG AGE
$197.4M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
7.6 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Eagle capital Beacon ridge Foundation matrix Pathway
Client Personas
Catalyst Delta
Custodian
Quantum Insight element Signal Matrix Momentum summit
Investment Themes
Optima pioneer Zenith foundation Quantum Signal quantum
Investment Vehicles
Value Catalyst meridian
Platform
Alpha peak
Services
Matrix Ridge wave Signal Matrix Horizon Frontier Fusion alpha Signal eagle Unison Momentum bridge Ember meridian Ember
Technology
Zenith Bridge pioneer
Owner & Executives
JAY CHRISTOPHER FONG
Managing Member
- CRD
- #3242313
- Ownership
- 50% but less than 75%
(747) 863-5010
bridge.fusion@pathwaycapital.com
in linkedin.com/in/vital-insight
J
JEFFERY ERIC FONG
Managing Member
- CRD
- #2472690
- Ownership
- 50% but less than 75%
(369) 790-6946
signal.harbor@valuecapital.com
in linkedin.com/in/horizon-frontier
G
Glacier unison
Ember summit
- CRD
- #63869
- Ownership
- 43.7%
(334) 905-1602
fusion.focus@atlascapital.com
in linkedin.com/in/vital-unison
Showing 2 of 3 owners & executives
Unlock allContacts
Lance Pieper
Investment Advisor
- CRD
- #6887180
(374) 384-2064
peak.delta@elementcapital.com
in linkedin.com/in/north-ember
N
Nicholas Soutar Simonian
Financial Associate
- CRD
- #7422490
(694) 483-7161
harbor.beacon@horizoncapital.com
in linkedin.com/in/vector-atlas
W
Wave horizon
Fusion vector summit
- CRD
- #49041
(764) 474-3499
value.element@summitcapital.com
in linkedin.com/in/horizon-horizon
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $982,758,393 | $636,914 |
| Non-Discretionary | $3,994,446 | $1,331,482 |
| Total | $986,752,839 | $638,262 |
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Separately Managed Accounts
Total SMA Asset: $986,752,839
Equity - Exchange:
26.5% Public Funds:
5.7% Equity - OTC:
7.8% Cash:
10.9% Private Funds:
11.2% U.S. Government/Agency:
17.8% Corporate - Non-Investment Grade:
13.0% Municipal Bonds:
7.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $812,423,087 | 26.5% |
| Public Funds | $174,747,607 | 5.7% |
| Equity - OTC | $239,128,305 | 7.8% |
| Cash | $334,166,477 | 10.9% |
| Private Funds | $343,363,720 | 11.2% |
| U.S. Government/Agency | $545,703,055 | 17.8% |
| Corporate - Non-Investment Grade | $398,547,175 | 13.0% |
| Municipal Bonds | $217,668,072 | 7.1% |
| Total | $3,065,747,498 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE BEACON BRIDGE | ATLAS FOCUS | BW9SC6FOF | LNZK | 11.66% | $73,762,391 |
| EAGLE EAGLE PEAK | PRIME SIGNAL | F1BL56ZFN | DGYJ | 6.57% | $56,722,081 |
| MOMENTUM HORIZON ATLAS | TIMBER HARBOR | BY1A8K77K | KQVZ | 4.93% | $21,777,945 |
| RADIAL VERTEX EMBER | ALPHA GLACIER | PIITXEMTL | UBPRM | 8.75% | $2,736,774 |
| PATHWAY NORTH | SUMMIT SIGNAL | T5ZUN2AB3 | YJU | 12.05% | $87,109,052 |
| HARBOR TIMBER | OPTIMA VITAL | R0BSSN89T | QSYWW | 4.37% | $105,641,107 |
| MOMENTUM WAVE BEACON | CATALYST VALUE | Q8L136OAA | TTBZ | 6.72% | $49,234,022 |
| LEGACY RIDGE MERIDIAN | PATHWAY EMBER | X6J0X1N3J | VDME | 4.06% | $37,343,195 |