Elmwood Wealth Management

Elmwood Wealth Management (CRD# 165639) is a financial advisory firm headquartered in Berkeley, CA. They manage $277,245,805 in 638 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2027 Fourth Street, Suite 203, Berkeley, CA 94710
https://www.linkedin.com/company/elmwood-wealth-management-inc-/
By the Numbers
  • Total Assets Under Management
    277
    MILLION
  • Total Number of Accounts
    638
    ACCOUNTS
  • Average Account Value
    $434,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH

Financial Advisors at Elmwood Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Robert Gillooly, financial advisor Berkeley CA
Robert C. Gillooly
CRD#: 2073302
2027 Fourth Street, Suite C, Berkeley, CA 94710

Robert Gillooly (CRD# 2073302) is an Investment Advisor Representative working at Elmwood Wealth Management in Berkeley, CA and has 1 year of experience in the finance industry.

2
Shannon Lemon, financial advisor Berkeley CA
Shannon S. Lemon
CRD#: 5129936
2027 Fourth Street, Suite C, Berkeley, CA 94710

Shannon Lemon (CRD# 5129936) is an Investment Advisor Representative working at Elmwood Wealth Management in Berkeley, CA and has 1 year of experience in the finance industry.

3
Juliana Moravy, financial advisor Oakland CA
Juliana Moravy
CRD#: 7702570
Oakland, CA

Juliana Moravy (CRD# 7702570) is an Investment Advisor Representative working at Elmwood Wealth Management in Oakland, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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