ELMWOOD WEALTH MANAGEMENT, INC.
Legal name: ELMWOOD WEALTH MANAGEMENT
CRD #165639 SEC #801-110782 BERKELEY, CA 510-858-2722
SEC Registered
Total AUM
$332.6M
Discretionary
$332.6M
Employees
4
Clients
51
Accounts
566
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (3)
CA NH TX
Address
2027 FOURTH STREETSUITE 203
BERKELEY, CA 94710-1912
United States
Phone: 510-858-2722