Key facts
- ELM WEALTH is a other based in PHILADELPHIA, PA.
- ELM WEALTH reports $619.3M in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 167225- Regulatory AUM
- $619.3M
- Private fund assets
- $356.1M
- Private funds
- 2 · 2 other
- Staff
- 8
- Registered office
- PHILADELPHIA, PA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ELM PARTNERS MANAGEMENT LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ELM WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ELM WEALTH's AUM?
- ELM WEALTH manages approximately $619.3M in assets.