Elmwood Wealth Management, Inc.
● SEC registered since 2017CRD 165639SEC# 801-110782Berkeley, CA
Reg. AUM
$477.9M
Employees
6
Accounts
676
Location
Berkeley, CA
Elmwood Wealth Management, Inc. assets under management
Elmwood Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Berkeley, CA. The firm has been registered since 2017. It reports $477.9 million in regulatory assets under management and employs 6 people.
Elmwood Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Christopher Gillooly Control | Ceo | 50-75% | 2012 |
| Shannon Stacy Lemon Control | Coo/Cco | 50-75% | 2012 |
Frequently asked questions
How much does Elmwood Wealth Management, Inc. manage?
Elmwood Wealth Management, Inc. reports $477.9 million in regulatory assets under management on its Form ADV.
How many employees does Elmwood Wealth Management, Inc. have?
Elmwood Wealth Management, Inc. reports 6 employees.
Where is Elmwood Wealth Management, Inc. located?
Elmwood Wealth Management, Inc. is based in Berkeley, CA and has been SEC-registered since 2017.
Does Elmwood Wealth Management, Inc. disclose fund performance?
Elmwood Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2027 Fourth Street, Suite 203, Berkeley, CA 94710-1912 |
| Phone | 510-858-2722 |
| Fax | 510-323-7500 |
| Office hours | 8:30a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1731927 |
| Discloses disciplinary history | No |
Regulatory AUM
$477.9M▲ 44%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$477.9Mregulatory AUM
Discretionary $465.2MNon-discretionary $12.7M