Advisor at Elmwood Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elmwood Wealth Management
Location
Berkeley, CA 94710-1912
Credentials
CFP®
Industry experience
3 years
Juliana Moravy is a CFP® professional with three years of industry experience, currently serving at Elmwood Wealth Management in Piedmont, CA. She has been with Elmwood Wealth Management since 2014, including its current team structure since 2023. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and various account types. The firm employs a total-return, long-term investment philosophy with both actively managed and ETF-based strategies, integrating ongoing financial planning with portfolio construction and offering specialized tax coordination and retirement plan advisory services.
Based on Elmwood Wealth Management
Based on Elmwood Wealth Management
Based on Elmwood Wealth Management
$0 - $2,000,000: 1.00% annually (Full-Service Offering) $2,000,001 - $5,000,000: 0.80% annually (Full-Service Offering) $5,000,001 - $10,000,000: 0.50% annually (Full-Service Offering) $10,000,000+: Subject to negotiation (Full-Service Offering) $0 - $2,000,000: 0.75% annually (Core Service Offering, Year 1) $2,000,001 - $5,000,000: 0.60% annually (Core Service Offering, Year 1) $5,000,001+: 0.40% annually (Core Service Offering, Year 1) $0 - $2,000,000: 0.75% annually (Core Service Offering, Year 2 and forward) $2,000,001 - $5,000,000: 0.60% annually (Core Service Offering, Year 2 and forward) $5,000,001+: 0.40% annually (Core Service Offering, Year 2 and forward)
$225/hour (Professional Adviser); $95/hour (Staff); applicable for additional financial planning and scheduled meetings beyond first year Core Service Offering
Account minimum: $1,000,000 Minimum fee: Full-Service: $10,000 annually; Core Service: $7,500 annually; Fixed Income: $2,500 annually Fee-only: Comprehensive one-time financial plan: $3,000-$5,000; Hourly rates: $225/hour for professional adviser, $95/hour for staff
2027 Fourth Street, Suite 203
Berkeley, CA 94710-1912
California
Elmwood Wealth Management
2023 - Present (3 years)
Elmwood Wealth Management
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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