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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-19-2013
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 24, 2026, reported AUM increased 21.9%, from $809.3M to $986.8M.
Across 5 reported observations, AUM increased 176.4% between December 9, 2022 and March 24, 2026, from $357.0M to $986.8M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 5 advisory representatives and 420 clients, or 84 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAY CHRISTOPHER FONG
Managing Member
- CRD
- #3242313
- Ownership
- 50% but less than 75%
JEFFERY ERIC FONG
Managing Member
- CRD
- #2472690
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Lance Pieper
Investment Advisor
- CRD
- #6887180
Nicholas Soutar Simonian
Financial Associate
- CRD
- #7422490
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Concentrum Wealth Management has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Concentrum Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.