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ELWOOD & GOETZ
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
CRD 154839 · SEC 801-109935
687 S MILLEDGE AVE, ATHENS, GA, 30605, United States
Phone
706-548-1025
Fax
706-548-1025
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.07B
Team
29 total employees; 26 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 336 | $146.1M |
| High net worth individuals | 346 | $926.6M |
| Charitable organizations | 4 | $1.1M |
States served
AL, CA, CO, GA, KS, LA, MD, NY, NC, SC, UT, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD