Key facts
- ELMWOOD WEALTH MANAGEMENT is a other based in BERKELEY, CA.
- ELMWOOD WEALTH MANAGEMENT reports $4.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 165639- Regulatory AUM
- $4.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- BERKELEY, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ELMWOOD WEALTH MANAGEMENT, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ELMWOOD WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ELMWOOD WEALTH MANAGEMENT's AUM?
- ELMWOOD WEALTH MANAGEMENT manages approximately $4.4M in assets.