ELMWOOD WEALTH MANAGEMENT, INC.

ELMWOOD WEALTH MANAGEMENT, INC. of BERKELEY, CA is an SEC-registered investment adviser (CRD 165639). Regulatory assets under management: $477.9M.

Registration

• CRD: 165639
• SEC file number: 801-110782
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165639 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search