RIA Intel›Advisers›California›ELMWOOD WEALTH MANAGEMENT, INC.

ELMWOOD WEALTH MANAGEMENT, INC.

Advisory

N·BERKELEY, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$478M

1-Year AUM Growth

+20.0%

3-Year CAGR

+6.8%

Employees

4

Assets Under Management

Total AUM$478M

Discretionary AUM$465M

Non-Discretionary AUM$13M

Discretionary %97.3%

Total Clients163

Team

Total Employees4

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record22

First FilingJun 8, 2017

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 22 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ELMWOOD WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.