ELMWOOD WEALTH MANAGEMENT, INC.

ELMWOOD WEALTH MANAGEMENT
BERKELEY, California·2 registered advisors·CRD# 165639
SEC# 801-1107820510-858-2722
01

Firm Overview

AUM
$277M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELMWOOD WEALTH MANAGEMENT, INC.

2 registered advisors
Robert Christopher Gillooly
BERKELEY, California
Shannon Stacy Lemon
BERKELEY, California
05

Office Locations

BERKELEY, California
2 advisors

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Data sourced from SEC Form ADV filings. ELMWOOD WEALTH MANAGEMENT, INC. (CRD# 165639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.