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Elmwood Wealth Management

Headquartered in BERKELEY, CA

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Firm Information

Elmwood Wealth Management is an investment advisory firm located in Berkeley, CA. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm has approximately $277,245,805 in regulatory assets under management.

Elmwood Wealth Management

2027 FOURTH STREET

BERKELEY, CA 94710-1912

$277.25M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ELMWOOD WEALTH MANAGEMENT has a total of 2 branch locations across the country.
location

Oakland, CA

location

BERKELEY, CA

Advisors at Elmwood Wealth Management

View All 2 Advisors
Unclaimed
Robert Christopher Gillooly

CFA®, RA

BERKELEY, CA

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Juliana Moravy

CFP®, RA

Oakland, CA

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Unclaimed
Shannon Stacy Lemon

CFP®, RA

BERKELEY, CA

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Disclosures

There are no public disclosures for Elmwood Wealth Management.

Frequently Asked Questions (10)

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