ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC of ATHENS, GA is an SEC-registered investment adviser (CRD 154839). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Lindsay Shae Elwood | CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Joseph William Goetz | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Alden Mergenthal Shmerling | CHIEF PLANNING OFFICER; PARTNER; PARTNER | — |
| ELWOOD LINDSAY SHAE | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GOETZ JOSEPH WILLIAM | MANAGING MEMBER | — |
| SHMERLING ALDEN MERGENTHAL | PARTNER | — |
| JACOBS-NICHELSON BENJAMIN ISAAC | CHIEF FINANCIAL OFFICER | — |
| BALLIS AYSHA NICOLE BABB | CHIEF COMPLIANCE OFFICER | — |