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Shannon Stacy Lemon

Coo/CcoElmwood Wealth Management, Inc.CRD 5129936

About Shannon Stacy Lemon

Shannon Stacy Lemon is listed as Coo/Cco at Elmwood Wealth Management, Inc. in Berkeley, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Elmwood Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shannon Stacy Lemon work?

Shannon Stacy Lemon is listed as Coo/Cco at Elmwood Wealth Management, Inc. on SEC Form ADV.

How much of Elmwood Wealth Management, Inc. does Shannon Stacy Lemon own?

Form ADV reports a beneficial ownership band of 50-75%.

Elmwood Wealth Management, Inc.

TitleCoo/Cco
Ownership50-75%
Control personYes
Since2012
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