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Elmwood Wealth Management, Inc.

● SEC registered since 2017CRD 165639SEC# 801-110782Berkeley, CA
Export (members)
Reg. AUM
$332.6M
Employees
4
Accounts
566
Location
Berkeley, CA

Elmwood Wealth Management, Inc. assets under management

Elmwood Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Berkeley, CA. The firm has been registered since 2017. It reports $332.6 million in regulatory assets under management and employs 4 people.
plus.google.com/u/1/104458805727951234029View on SEC.gov ↗

Elmwood Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Robert Christopher Gillooly ControlCeo50-75%2012
Shannon Stacy Lemon ControlCoo/Cco50-75%2012

Frequently asked questions

How much does Elmwood Wealth Management, Inc. manage?

Elmwood Wealth Management, Inc. reports $332.6 million in regulatory assets under management on its Form ADV.

How many employees does Elmwood Wealth Management, Inc. have?

Elmwood Wealth Management, Inc. reports 4 employees.

Where is Elmwood Wealth Management, Inc. located?

Elmwood Wealth Management, Inc. is based in Berkeley, CA and has been SEC-registered since 2017.

Does Elmwood Wealth Management, Inc. disclose fund performance?

Elmwood Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2027 Fourth Street, Suite 203, Berkeley, CA 94710-1912
Phone510-858-2722
Fax510-323-7500
Office hours8:30a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1731927
Discloses disciplinary historyNo

Assets under management

Discretionary$332.6M
Non-discretionary$0
Total (RAUM)$332.6M