Elwood & Goetz Wealth Advisory Group, LLC
● SEC registered since 2017CRD 154839SEC# 801-109935Athens, GA
Reg. AUM
$1.07B
Employees
29
Accounts
3,394
Location
Athens, GA
Elwood & Goetz Wealth Advisory Group, LLC assets under management
Elwood & Goetz Wealth Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Athens, GA. The firm has been registered since 2017. It reports $1.1 billion in regulatory assets under management and employs 29 people.
Elwood & Goetz Wealth Advisory Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alden Mergenthal Shmerling Control | Chief Planning Officer; Partner | 10-25% | 2019 |
| Joseph William Goetz Control | Chief Executive Officer | 25-50% | 2010 |
| Lindsay Shae Elwood Control | Chief Financial Officer; Chief Compliance Officer | 25-50% | 2010 |
Frequently asked questions
How much does Elwood & Goetz Wealth Advisory Group, LLC manage?
Elwood & Goetz Wealth Advisory Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Elwood & Goetz Wealth Advisory Group, LLC have?
Elwood & Goetz Wealth Advisory Group, LLC reports 29 employees.
Where is Elwood & Goetz Wealth Advisory Group, LLC located?
Elwood & Goetz Wealth Advisory Group, LLC is based in Athens, GA and has been SEC-registered since 2017.
Does Elwood & Goetz Wealth Advisory Group, LLC disclose fund performance?
Elwood & Goetz Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 687 S Milledge Ave, Athens, GA 30605 |
| Phone | 706-548-1025 |
| Fax | 706-548-1025 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1752758 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.07B