← Back to searchVisit website
ELMWOOD WEALTH MANAGEMENT
ELMWOOD WEALTH MANAGEMENT, INC.
CRD 165639 · SEC 801-110782
2027 FOURTH STREET, SUITE 203, BERKELEY, CA, 94710-1912, United States
Phone
510-858-2722
Fax
510-323-7500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$477.9M
Discretionary AUM
$465.2M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $29.2M |
| High net worth individuals | 127 | $432.6M |
| Banking/thrift institutions | 2 | $3.4M |
States served
CA, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD