0001695345-24-000002.txt : 20240509 0001695345-24-000002.hdr.sgml : 20240509 20240508205658 ACCESSION NUMBER: 0001695345-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CONCENTRIC WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001695345 ORGANIZATION NAME: IRS NUMBER: 262322896 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17666 FILM NUMBER: 24928192 BUSINESS ADDRESS: STREET 1: 251 LAFAYETTE CIRCLE, STE 250 CITY: LAFAYETTE STATE: CA ZIP: 94549 BUSINESS PHONE: 925-962-1100 MAIL ADDRESS: STREET 1: 251 LAFAYETTE CIRCLE, STE 250 CITY: LAFAYETTE STATE: CA ZIP: 94549 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001695345 XXXXXXXX 03-31-2024 03-31-2024 CONCENTRIC WEALTH MANAGEMENT, LLC

251 LAFAYETTE CIRCLE, STE 250 LAFAYETTE CA 94549

13F HOLDINGS REPORT 028-17666 000144773 801-68940 N STEWART A. MCGUIRE 925-962-1100 STEWART A. 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