ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Legal name: ELWOOD & GOETZ
CRD #154839 SEC #801-109935 ATHENS, GA 706-548-1025
SEC Registered
Total AUM
$813M
Discretionary
$813M
Employees
27
Clients
--
Accounts
2,954
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $813M | $813M | $0 | 27 | 0 |
| Feb 2025 | $813M | $813M | $0 | 27 | 0 |
| Jul 2024 | $682.1M | $682.1M | $0 | 19 | 12 |
| Jul 2024 | $682.1M | $682.1M | $0 | 19 | 12 |
| Apr 2024 | $682.1M | $682.1M | $0 | 19 | 12 |
| Mar 2024 | $682.1M | $682.1M | $0 | 19 | 12 |
| Dec 2023 | $564.5M | $564.5M | $0 | 21 | 1 |
| Mar 2023 | $564.5M | $564.5M | $0 | 21 | 1 |
| Sep 2022 | $558.5M | $558.5M | $0 | 21 | 0 |
| Mar 2022 | $558.5M | $558.5M | $0 | 21 | 0 |
| Mar 2022 | $419.5M | $419.5M | $0 | 16 | 0 |
| Dec 2021 | $419.5M | $419.5M | $0 | 17 | 0 |
| Oct 2021 | $419.5M | $419.5M | $0 | 16 | 0 |
| Sep 2021 | $419.5M | $419.5M | $0 | 15 | 0 |
| Mar 2021 | $419.5M | $419.5M | $0 | 15 | 0 |
| Sep 2020 | $270.9M | $270.9M | $0 | 15 | 0 |
| Aug 2020 | $270.9M | $270.9M | $0 | 15 | 0 |
| Jun 2020 | $270.9M | $270.9M | $0 | 15 | 0 |
| May 2020 | $270.9M | $270.9M | $0 | 15 | 0 |
| Apr 2020 | $270.9M | $270.9M | $0 | 14 | 0 |
| Mar 2020 | $270.9M | $270.9M | $0 | 14 | 0 |
| Mar 2020 | $224.8M | $224.8M | $0 | 14 | 0 |
| Sep 2019 | $224.8M | $224.8M | $0 | 13 | 0 |
| Jun 2019 | $224.8M | $224.8M | $0 | 13 | 0 |
| Mar 2019 | $224.8M | $224.8M | $0 | 13 | 0 |
| Nov 2018 | $197.2M | $197.2M | $0 | 13 | 0 |
| Nov 2018 | $197.2M | $197.2M | $0 | 12 | 0 |
| Nov 2018 | $197.2M | $197.2M | $0 | 12 | 0 |
| Sep 2018 | $197.2M | $197.2M | $0 | 12 | 0 |
| Aug 2018 | $197.2M | $197.2M | $0 | 12 | 0 |
| Jul 2018 | $197.2M | $197.2M | $0 | 12 | 0 |
| Apr 2018 | $197.2M | $197.2M | $0 | 12 | 0 |
| Apr 2018 | $197.2M | $197.2M | $0 | 11 | 0 |
| Mar 2018 | $197.2M | $197.2M | $0 | 11 | 0 |
| Feb 2017 | $124.1M | $124.1M | $0 | 10 | 200 |
| Jan 2017 | $124.1M | $124.1M | $0 | 10 | 200 |
DateOct 2025
Total AUM$813M
Discretionary$813M
Non-Disc.$0
Employees27
Clients0
DateFeb 2025
Total AUM$813M
Discretionary$813M
Non-Disc.$0
Employees27
Clients0
DateJul 2024
Total AUM$682.1M
Discretionary$682.1M
Non-Disc.$0
Employees19
Clients12
DateJul 2024
Total AUM$682.1M
Discretionary$682.1M
Non-Disc.$0
Employees19
Clients12
DateApr 2024
Total AUM$682.1M
Discretionary$682.1M
Non-Disc.$0
Employees19
Clients12
DateMar 2024
Total AUM$682.1M
Discretionary$682.1M
Non-Disc.$0
Employees19
Clients12
DateDec 2023
Total AUM$564.5M
Discretionary$564.5M
Non-Disc.$0
Employees21
Clients1
DateMar 2023
Total AUM$564.5M
Discretionary$564.5M
Non-Disc.$0
Employees21
Clients1
DateSep 2022
Total AUM$558.5M
Discretionary$558.5M
Non-Disc.$0
Employees21
Clients0
DateMar 2022
Total AUM$558.5M
Discretionary$558.5M
Non-Disc.$0
Employees21
Clients0
DateMar 2022
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees16
Clients0
DateDec 2021
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees17
Clients0
DateOct 2021
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$419.5M
Discretionary$419.5M
Non-Disc.$0
Employees15
Clients0
DateSep 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees15
Clients0
DateAug 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees15
Clients0
DateMay 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees15
Clients0
DateApr 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees14
Clients0
DateSep 2019
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees13
Clients0
DateJun 2019
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees13
Clients0
DateNov 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees13
Clients0
DateNov 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees12
Clients0
DateSep 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees12
Clients0
DateJul 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees11
Clients0
DateFeb 2017
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees10
Clients200
DateJan 2017
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees10
Clients200