# Concentrum Wealth

> Mobile access to financial portfolio information and wealth management services. (iPhone/iPad app by CONCENTRUM WEALTH MANAGEMENT, LLC.)

- Source: https://appshunter.io/ios/app/concentrum-wealth/id1436170894 (this page in markdown: same URL + `.md`)
- Developer: [CONCENTRUM WEALTH MANAGEMENT, LLC](https://appshunter.io/developer/1436170893)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2018-09-25
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/concentrum-wealth/id1436170894/reviews.md

## What is Concentrum Wealth?

The Concentrum Wealth mobile app enables clients to access portfolio information with ease. Account values, activity summaries, allocation, performance, and more are now at your fingertips.
Concentrum’s Wealth Management service isn’t just about your money. It’s about your life, your goals, your vision, your future. Concentrum Wealth works hard to build a relationship with our clients. We form a partnership and take the time to learn about all the aspects of your life that affect, or are affected by, the management of your assets. Investment, holdings, trusts, upcoming life events, early or late retirement planning, Wills and so much more. By becoming a partner in your success and understanding your specific situation, we can ensure that the decisions made all work towards your ultimate vision of success.

## Key features

- Portfolio information access
- Account value tracking
- Activity summaries
- Allocation details
- Performance monitoring
- Wealth management services


## Frequently asked questions about Concentrum Wealth

### What financial information can I access with Concentrum Wealth?

Concentrum Wealth allows you to easily access your portfolio information, including account values, activity summaries, allocation details, and performance metrics directly from your mobile device.

### How does Concentrum Wealth approach wealth management?

Concentrum Wealth focuses on building a partnership with clients, understanding their life goals, vision, and future aspirations. They aim to align asset management decisions with your ultimate vision of success.

### What types of financial aspects does Concentrum Wealth consider?

The service considers various financial aspects such as investments, holdings, trusts, upcoming life events, retirement planning, and Wills to provide comprehensive wealth management.

### Is Concentrum Wealth available on multiple devices?

Yes, Concentrum Wealth is available for iPhone, iPad, and iPod devices, offering flexibility in how you access your financial information.

### How often is Concentrum Wealth updated?

The latest version of Concentrum Wealth is 1.96, and it was last updated on June 13, 2026, indicating a commitment to ongoing development and improvements.

### What is the user rating for Concentrum Wealth?

Concentrum Wealth has received a perfect rating of 5.0 stars based on one review, suggesting a highly positive initial user experience.

### Does Concentrum Wealth have ads?

No, Concentrum Wealth is ad-free, providing an uninterrupted experience for managing your financial portfolio.

### What is the age rating for Concentrum Wealth?

Concentrum Wealth has an age rating of 4+, making it suitable for a wide range of users.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-07.*