Elmwood Wealth Management

Elmwood Wealth Management (CRD# 165639) is a financial advisory firm headquartered in Berkeley, CA. They manage $92,653,743 in 389 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $238,184
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Elmwood Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Robert C. Gillooly
CRD#: 2073302
2027 Fourth Street, Suite C, Berkeley, CA 94710
90
Wealthminder
score

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 S. Lemon
CRD#: 5129936
2027 Fourth Street, Suite C, Berkeley, CA 94710
90
Wealthminder
score

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. Shannon Lemon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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