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ELM WEALTH
50 S 16th St.
Suite 1700
Philadelphia, Pennsylvania 19102
Tel: (888) 676-3148
About ELM WEALTH
ELM WEALTH, formally registered with the SEC as ELM WEALTH. The firm was established in 05/14/2013. They have over 2 offices throughout the country.
ELM WEALTH is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $1,503,909,966 assets under management, offering retirement planning & investment advisory services to 485 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167225 |
| SEC# | 801-78018 |
| Assets Managed by Firm | $1,503,909,966 |
| No. of Clients | 485 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 485 | $1,503,909,966 |
| Individuals (other than high net worth individuals) | 74 | $36,149,469 |
| High net worth individuals | 293 | $822,772,944 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,336,640 |
| Charitable organizations | Fewer than 5 clients | $8,542,964 |
| Corporations or other businesses | Fewer than 5 clients | $2,581,360 |
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