ELM PARTNERS MANAGEMENT LLC
Legal name: ELM WEALTH
CRD #167225 SEC #801-78018 PHILADELPHIA, PA (888) 676-3148
SEC Registered Private Funds Disclosures
Total AUM
$2B
Discretionary
$2B
Employees
8
Clients
1
Accounts
712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2B | $2B | $0 | 8 | 4 |
| Mar 2025 | $2B | $2B | $0 | 7 | 4 |
| Mar 2025 | $2B | $2B | $0 | 7 | 4 |
| Jan 2025 | $1.5B | $1.5B | $0 | 6 | 0 |
| Dec 2024 | $1.5B | $1.5B | $0 | 6 | 0 |
| Aug 2024 | $1.5B | $1.5B | $0 | 6 | 0 |
| Jun 2024 | $1.5B | $1.5B | $0 | 6 | 0 |
| Jun 2024 | $1.5B | $1.5B | $0 | 6 | 0 |
| Apr 2024 | $1.5B | $1.5B | $0 | 6 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 6 | 0 |
| Sep 2023 | $1.3B | $1.3B | $0 | 5 | 0 |
| Feb 2023 | $1.3B | $1.3B | $0 | 5 | 0 |
| Jul 2022 | $1.3B | $1.3B | $0 | 5 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 5 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 5 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 5 | 0 |
| Nov 2021 | $1.1B | $1.1B | $0 | 4 | 0 |
| Oct 2021 | $1.1B | $1.1B | $0 | 4 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 4 | 0 |
| Oct 2020 | $958.2M | $958.2M | $0 | 4 | 0 |
| Jul 2020 | $958.2M | $958.2M | $0 | 4 | 0 |
| May 2020 | $958.2M | $958.2M | $0 | 4 | 0 |
| Mar 2020 | $958.2M | $958.2M | $0 | 4 | 0 |
| Feb 2020 | $958.2M | $958.2M | $0 | 4 | 0 |
| Aug 2019 | $742.9M | $742.9M | $0 | 3 | 0 |
| Apr 2019 | $742.9M | $742.9M | $0 | 3 | 0 |
| Mar 2019 | $742.9M | $742.9M | $0 | 3 | 0 |
| Mar 2019 | $742.9M | $742.9M | $0 | 3 | 0 |
| Feb 2019 | $619.2M | $619.2M | $0 | 2 | 0 |
| Nov 2018 | $619.2M | $619.2M | $0 | 2 | 0 |
| Jun 2018 | $619.2M | $619.2M | $0 | 8 | 0 |
| Jun 2018 | $619.2M | $619.2M | $0 | 8 | 0 |
| May 2018 | $619.2M | $619.2M | $0 | 8 | 0 |
| Apr 2018 | $619.2M | $619.2M | $0 | 8 | 0 |
| Mar 2018 | $619.2M | $619.2M | $0 | 8 | 0 |
| Mar 2018 | $619.2M | $619.2M | $0 | 8 | 0 |
| Dec 2017 | $404.2M | $404.2M | $0 | 8 | 27 |
| Dec 2017 | $404.2M | $404.2M | $0 | 8 | 27 |
| Mar 2017 | $404.2M | $404.2M | $0 | 8 | 26 |
| Mar 2017 | $404.2M | $404.2M | $0 | 8 | 26 |
| Mar 2015 | $286.3M | $286.3M | $0 | 4 | 1 |
| Nov 2014 | $220.1M | $220.1M | $0 | 4 | 1 |
| Nov 2014 | $220.1M | $220.1M | $0 | 4 | 1 |
| Feb 2014 | $220.1M | $220.1M | $0 | 4 | 1 |
| Apr 2013 | $162.7M | $162.7M | $0 | 4 | 1 |
| Apr 2013 | $162.7M | $162.7M | $0 | 4 | 1 |
DateDec 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients4
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients4
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients4
DateJan 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$958.2M
Discretionary$958.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$958.2M
Discretionary$958.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$958.2M
Discretionary$958.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$958.2M
Discretionary$958.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$958.2M
Discretionary$958.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2018
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees8
Clients0
DateDec 2017
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees8
Clients27
DateDec 2017
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees8
Clients27
DateMar 2017
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$286.3M
Discretionary$286.3M
Non-Disc.$0
Employees4
Clients1
DateNov 2014
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees4
Clients1
DateNov 2014
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees4
Clients1
DateFeb 2014
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees4
Clients1
DateApr 2013
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees4
Clients1
DateApr 2013
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees4
Clients1