Elmwood Wealth Management
Elmwood Wealth Management is an SEC-registered wealth manager in Berkeley, CA with $477.9M assets under management (AUM, regulatory AUM), +44% over one year. See who owns Elmwood Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165639, SEC 801-110782, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $477.9M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- Berkeley, CA
- Employees
- 6
- Clients
- 210
- CRD
- 165639
- Ownership
- GILLOOLY, ROBERT, CHRISTOPHER; LEMON, SHANNON, STACY
How much AUM does Elmwood Wealth Management have?
Elmwood Wealth Management reported $477.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Elmwood Wealth Management?
Disclosed owners and executives of Elmwood Wealth Management include GILLOOLY, ROBERT, CHRISTOPHER, LEMON, SHANNON, STACY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.