Shannon Stacy Lemon
Coo/CcoElmwood Wealth Management, Inc.CRD 5129936
About Shannon Stacy Lemon
Shannon Stacy Lemon is listed as Coo/Cco at Elmwood Wealth Management, Inc. in Berkeley, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Elmwood Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shannon Stacy Lemon work?
Shannon Stacy Lemon is listed as Coo/Cco at Elmwood Wealth Management, Inc. on SEC Form ADV.
How much of Elmwood Wealth Management, Inc. does Shannon Stacy Lemon own?
Form ADV reports a beneficial ownership band of 50-75%.
Elmwood Wealth Management, Inc.
| Title | Coo/Cco |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2012 |