ELMWOOD WEALTH MANAGEMENT
Latest filing: Mar 19, 2025 (77 days ago)
AUM
$332,630,737
20% change vs. 1 year ago
25% change vs. 3 years ago
129% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
-20% change vs. 1 year ago
33% change vs. 3 years ago
33% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BERKELEY, CA
2027 FOURTH STREET, BERKELEY, CA, UNITED STATES, 94710-1912
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 69 | $0.0 |
| Average Individual AUM | $437,605 | |
| HNW | 94 | $0.3 |
| Average HNW AUM | $3,217,404 | |
| Retail Total | 163 | $0.3 |
| Average Retail AUM | $2,040,679 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 68% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 18% | $0.1 |
| Municipal | 0% | $0.0 |
| Sovereign | 3% | $0.0 |
| IG Credit | 9% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JULIANA MORAVY | BERKELEY | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| SHANNON LEMON | BERKELEY | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| ROBERT GILLOOLY | BERKELEY | CA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 20% | 5 | -1 | -20% |
| 2023-04-04 | $0.2 | $0.1 | 38% | 4 | 0 | 0% |
| 2022-04-01 | $0.3 | $0.1 | 25% | 3 | 1 | 33% |
| 2021-04-05 | $0.2 | $0.1 | 69% | 3 | 1 | 33% |
| 2020-04-01 | $0.1 | $0.2 | 129% | 3 | 1 | 33% |
| 2019-04-01 | $0.1 | $0.2 | 129% | 3 | 1 | 33% |
| 2018-04-02 | $0.1 | $0.2 | 130% | 3 | 1 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-07/10/2017, NH-03/29/2019, TX-11/08/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV