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Building 2ELMWOOD WEALTH MANAGEMENT

Map pinBERKELEY, CA
Phone510-858-2722
NotebookSEC #801-110782
Total AUM
$477.9M
Employees
6
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2027 FOURTH STREET
SUITE 203
BERKELEY
CA 94710-1912
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Phone
510-858-2722

ReceiptFinancials

Total AUM
$477.9M
Accounts
676
Discretionary
$465.2M
Accounts
645
Non-Discretionary
$12.7M
Accounts
31

ContactClients

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Individual Clients
77
AUM
$29.2M
HNW Individual Clients
127
AUM
$432.6M
Banking Clients
2
AUM
$3.4M
Other Clients
4
AUM
$12.7M
Description of Other Clients
EMPLOYEE ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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