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ELMWOOD WEALTH MANAGEMENT
2027 Fourth Street
Suite 203
Berkeley, California 94710-1912
Tel: 510-858-2722
About ELMWOOD WEALTH MANAGEMENT
ELMWOOD WEALTH MANAGEMENT, formally registered with the SEC as ELMWOOD WEALTH MANAGEMENT. The firm was established in 07/10/2017. They have over 1 offices throughout the country.
ELMWOOD WEALTH MANAGEMENT is a Berkeley, California based Financial Planning firm with nearly $277,245,805 assets under management, offering retirement planning & investment advisory services to 638 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165639 |
| SEC# | 801-110782 |
| Assets Managed by Firm | $277,245,805 |
| No. of Clients | 638 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 638 | $277,245,805 |
| Individuals (other than high net worth individuals) | 49 | $17,014,854 |
| High net worth individuals | 118 | $260,230,951 |
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