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Exhibit to Form CRS Client Relationship Summary Concentric Wealth Management, Inc. (CRD# 167151)Summary of Material Changes We removed references to Radius, an automated investment management system

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How to fill out form crs amendment

01

Obtain the CRS amendment form from the appropriate governing body or entity.

02

Fill in your personal details such as name, address, and contact information.

03

Provide details of the changes or amendments you wish to make to your CRS information.

04

Attach any supporting documents or evidence required for the amendments.

05

Review the completed form for accuracy and completeness before submitting it.

Who needs form crs amendment?

01

Individuals or entities who need to update or correct their information in the Common Reporting Standard (CRS) system.

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What is form crs amendment?

Form CRS amendment is a form required to be filed by certain investment advisers to update their Form ADV Part 3 relationship summary.

Who is required to file form crs amendment?

Investment advisers registered with the SEC or state securities authorities are required to file form CRS amendment.

How to fill out form crs amendment?

Form CRS amendment can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form crs amendment?

The purpose of form CRS amendment is to ensure that investment advisers provide accurate and current information to clients and prospective clients.

What information must be reported on form crs amendment?

Form CRS amendment requires investment advisers to report changes to their relationship summary, including key disclosure information and material changes.

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