ELMWOOD WEALTH MANAGEMENT, INC.
Doing business as ELMWOOD WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$477,926,836
Discretionary
$465,222,009
Non-discretionary
$12,704,827
Firm details
- CRD number
- 165639
- SEC file number
- 801-110782
- Main office
- BERKELEY, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.