SEC Form ADV · CIK 1731927

ELMWOOD WEALTH MANAGEMENT

Registered Investment AdviserCA
$477.9M
Assets Under Management
676
Total Clients
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Registration Details

CIK
1731927
Accession
CRD-165639
Location
BERKELEY, CA
Filing Date
May 14, 2026
AUM
$477.9M
Total Clients
676
Amendment
No

About this Adviser

ELMWOOD WEALTH MANAGEMENT is a registered investment adviser headquartered in BERKELEY, CA, managing approximately $477.9M in assets across 676 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.