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).
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Total Assets Under Management277MILLION
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Total Number of Accounts638ACCOUNTS
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Average Account Value$434,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NH
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.
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.
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.