# ELMWOOD WEALTH MANAGEMENT, INC.

ELMWOOD WEALTH MANAGEMENT, INC. of BERKELEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 165639
- Type: SEC-registered investment adviser
- SEC file number: 801-110782
- Location: 2027 FOURTH STREET, SUITE 203, BERKELEY, CA, 94710-1912
- Phone: 510-858-2722
- Latest filing: 2026-05-14
- Regulatory AUM: $477.9M
- Discretionary AUM: $465.2M
- Non-discretionary AUM: $12.7M
- Clients: 6
- Accounts: 676

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Robert Christopher Gillooly | CEO | — |
| Shannon Stacy Lemon | COO/CCO | — |
| LEMON SHANNON STACY | COO/CCO | — |
| GILLOOLY ROBERT CHRISTOPHER | CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165639/similar
- Related entities: https://search.stillhousedata.com/firm/165639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165639

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.