LP Profile

Elmwood Wealth Management

Also known as elmwood wealth

Wealth ManagerBerkeley, United StatesFounded 2012
$145M
Assets Under Management
Berkeley
Headquarters
Investment Focus

About Elmwood Wealth Management

Elmwood Wealth Management is a wealth manager based in Berkeley, US. Founded in 2012. Reported AUM: 145 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Elmwood Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$477.9M
Total Clients
676
Filing Date
May 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Elmwood Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Elmwood Wealth Management?

Elmwood Wealth Management is a wealth manager based in Berkeley, United States, managing approximately $145M in assets.

Where is Elmwood Wealth Management headquartered?

Elmwood Wealth Management is headquartered in Berkeley, United States.

How much does Elmwood Wealth Management manage?

Elmwood Wealth Management manages approximately $145M in assets under management.

When was Elmwood Wealth Management founded?

Elmwood Wealth Management was founded in 2012.

How can I contact Elmwood Wealth Management?

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