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ELM WEALTH
ELM PARTNERS MANAGEMENT LLC
CRD 167225 · SEC 801-78018
50 S 16TH ST., FL 18 STE C, PHILADELPHIA, PA, 19102, United States
Phone
(888) 676-3148
Fax
(888) 676-3148
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.02B
Discretionary AUM
$3.02B
Team
8 total employees; 7 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $71.8M |
| High net worth individuals | 537 | $2.03B |
| Investment companies | 1 | $502.0M |
| Pooled investment vehicles | 3 | $382.6M |
| Charitable organizations | 3 | $27.8M |
| Corporations/business entities | 4 | $4.3M |
States served
VT, AZ, CA, CO, DE, DC, GA, IL, MD, MA, MI, NE, NV, NJ, NY, NC, OH, PA, SC, UT, VA, WI, WY, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD