Alden Mergenthal Shmerling
Chief Planning Officer; PartnerElwood & Goetz Wealth Advisory Group, LLCCRD 5837672
About Alden Mergenthal Shmerling
Alden Mergenthal Shmerling is listed as Chief Planning Officer; Partner at Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Elwood & Goetz Wealth Advisory Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alden Mergenthal Shmerling work?
Alden Mergenthal Shmerling is listed as Chief Planning Officer; Partner at Elwood & Goetz Wealth Advisory Group, LLC on SEC Form ADV.
How much of Elwood & Goetz Wealth Advisory Group, LLC does Alden Mergenthal Shmerling own?
Form ADV reports a beneficial ownership band of 10-25%.
Elwood & Goetz Wealth Advisory Group, LLC
| Title | Chief Planning Officer; Partner |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2019 |