| Name | Title | Ownership | Since |
|---|---|---|---|
| Alden Mergenthal Shmerling Control | Partner | 5-10% | 2019 |
| Joseph William Goetz Control | Managing Member | 25-50% | 2010 |
| Lindsay Shae Elwood Control | Managing Member, Chief Compliance Officer | 25-50% | 2010 |
Elwood & Goetz Wealth Advisory Group, LLC reports $813 million in regulatory assets under management on its Form ADV.
Elwood & Goetz Wealth Advisory Group, LLC reports 27 employees.
Elwood & Goetz Wealth Advisory Group, LLC is based in Athens, GA and has been SEC-registered since 2017.
Elwood & Goetz Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 687 S Milledge Ave, Athens, GA 30605 |
| Phone | 706-548-1025 |
| Fax | 706-548-1025 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1752758 |
| Discloses disciplinary history | No |
| Discretionary | $813M |
| Non-discretionary | $0 |
| Total (RAUM) | $813M |